Premier Path Wealth Partners’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$211K	Buy	4,867 +364	+8%	+$15.8K	0.03%	374
2025 Q1	$207K	Buy	+4,503	New	+$207K	0.03%	361
2024 Q1	–	Sell	-6,036	Closed	-$217K	–	349
2023 Q4	$217K	Buy	+6,036	New	+$217K	0.05%	311