Pathstone Holdings’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
111,690
+13,586
| +14% | +$590K | 0.02% | 551 |
|
|
2025
Q1 | $4.52M | Buy |
98,104
+8,360
| +9% | +$385K | 0.02% | 597 |
|
|
2024
Q4 | $3.38M | Sell |
89,744
-1,842
| -2% | -$69.3K | 0.01% | 710 |
|
|
2024
Q3 | $3.71M | Sell |
91,586
-4,852
| -5% | -$197K | 0.02% | 671 |
|
|
2024
Q2 | $3.34M | Buy |
96,438
+4,454
| +5% | +$154K | 0.02% | 683 |
|
|
2024
Q1 | $3.46M | Buy |
91,984
+5,523
| +6% | +$208K | 0.02% | 656 |
|
|
2023
Q4 | $3.11M | Buy |
+86,461
| New | +$3.11M | 0.02% | 572 |
|