Yardley Wealth Management’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$347K	Hold	8,000	–	–	0.19%	35
2025 Q1	$369K	Sell	8,000 -8,000	-50%	-$369K	0.22%	31
2024 Q4	$626K	Buy	16,000 +8,000	+100%	+$313K	0.3%	35
2024 Q3	$324K	Buy	+8,000	New	+$324K	0.19%	35