JPWM
Jamison Private Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
52,829
-327
| -0.6% | -$14.2K | 0.33% | 72 |
|
|
2025
Q1 | $2.45M | Buy |
53,156
+1,061
| +2% | +$48.9K | 0.37% | 68 |
|
|
2024
Q4 | $1.96M | Buy |
52,095
+2,324
| +5% | +$87.5K | 0.29% | 78 |
|
|
2024
Q3 | $2.02M | Buy |
49,771
+1,850
| +4% | +$75K | 0.31% | 77 |
|
|
2024
Q2 | $1.66M | Sell |
47,921
-943
| -2% | -$32.6K | 0.28% | 78 |
|
|
2024
Q1 | $1.84M | Sell |
48,864
-730
| -1% | -$27.4K | 0.31% | 76 |
|
|
2023
Q4 | $1.78M | Buy |
49,594
+754
| +2% | +$27.1K | 0.33% | 71 |
|
|
2023
Q3 | $1.85M | Buy |
+48,840
| New | +$1.85M | 0.38% | 69 |
|