J. Safra Sarasin Holding’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.35M	Buy	+54,128	New	+$2.35M	0.04%	197
2024 Q4	–	Sell	-67,933	Closed	-$2.75M	–	475
2024 Q3	$2.75M	Sell	67,933 -2,127	-3%	-$86.3K	0.05%	181
2024 Q2	$2.42M	Buy	+70,060	New	+$2.42M	0.04%	209