Partnership Wealth Management’s Exelon EXC Stock Holding History

Partnership Wealth Management’s Portfolio EXC Stock Details EXC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$606K	Hold
2025 Q2	$585K	Hold
2025 Q1	$621K	Hold
2024 Q4	$507K	Hold
2024 Q3	$546K	Hold
2024 Q2	$466K	Hold
2024 Q1	$506K	Hold
2023 Q4	$469K	Buy