Jamison Private Wealth Management’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.37M	Buy	68,724 +2,229	+3%	+$104K	0.42%	65
2025 Q4	$2.9M	Buy	66,495 +4,746	+8%	+$217K	0.36%	67
2025 Q3	$2.78M	Buy	61,749 +8,920	+17%	+$392K	0.36%	67
2025 Q2	$2.29M	Sell	52,829 -327	-0.6%	-$14.6K	0.33%	72
2025 Q1	$2.45M	Buy	53,156 +1,061	+2%	+$44.4K	0.37%	68
2024 Q4	$1.96M	Buy	52,095 +2,324	+5%	+$90.2K	0.29%	78
2024 Q3	$2.02M	Buy	49,771 +1,850	+4%	+$69.6K	0.31%	77
2024 Q2	$1.66M	Sell	47,921 -943	-2%	-$34.8K	0.28%	78
2024 Q1	$1.84M	Sell	48,864 -730	-1%	-$26.1K	0.31%	76
2023 Q4	$1.78M	Buy	49,594 +754	+2%	+$29K	0.33%	71
2023 Q3	$1.85M	Buy	+48,840	New	+$1.99M	0.38%	69