Whipplewood Advisors’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.69K Buy
108
+105
+3,500% +$4.56K ﹤0.01% 706
2025
Q1
$4.98K Sell
3
-105
-97% -$174K ﹤0.01% 698
2024
Q4
$4.07K Buy
+108
New +$4.07K ﹤0.01% 737