Jfs Wealth Advisors, LLC Exelon Corp Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Exelon Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,987 shares of EXC stock, worth $228,224. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,987

Previous 5,849 2.36%

Holding current value

$228,224

Previous $202,000 19.8%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$34.24 - $40.55 $4,725 - $5,595	138 Added 2.36%	5,987 $242,000
Q2 2024 Jul 15, 2024	BUY	$34.61 - $38.73 $3,461 - $3,872	100 Added 1.74%	5,849 $202,000
Q1 2024 Apr 30, 2024	SELL	$33.62 - $37.57 $1,849 - $2,066	-55 Reduced 0.95%	5,749 $215,000
Q4 2023 Feb 07, 2024	BUY	$34.45 - $41.0 $1,722 - $2,050	50 Added 0.87%	5,804 $208,000
Q3 2023 Nov 02, 2023	SELL	$37.79 - $43.2 $1,171 - $1,339	-31 Reduced 0.54%	5,754 $217,000
Q2 2023 Aug 07, 2023	SELL	$39.26 - $43.61 $588 - $654	-15 Reduced 0.26%	5,785 $235,000
Q1 2023 Apr 19, 2023	BUY	$39.2 - $44.15 $10,270 - $11,567	262 Added 4.73%	5,800 $242,000
Q4 2022 Feb 13, 2023	SELL	$35.54 - $43.23 $710 - $864	-20 Reduced 0.36%	5,538 $239,000
Q3 2022 Oct 21, 2022	SELL	$37.46 - $46.7 $2,397 - $2,988	-64 Reduced 1.14%	5,558 $208,000
Q2 2022 Aug 02, 2022	BUY	$40.91 - $50.25 $5,972 - $7,336	146 Added 2.67%	5,622 $255,000
Q1 2022 May 02, 2022	SELL	$39.56 - $47.63 $1,147 - $1,381	-29 Reduced 0.53%	5,476 $261,000
Q4 2021 Feb 03, 2022	BUY	$33.93 - $41.2 $2,442 - $2,966	72 Added 1.33%	5,505 $318,000
Q3 2021 Nov 09, 2021	BUY	$31.95 - $36.27 $4,185 - $4,751	131 Added 2.47%	5,433 $263,000
Q2 2021 Aug 04, 2021	BUY	$30.75 - $33.6 $123 - $134	4 Added 0.08%	5,302 $235,000
Q1 2021 Apr 28, 2021	BUY	$27.53 - $31.21 $30,007 - $34,018	1,090 Added 25.9%	5,298 $232,000
Q4 2020 Feb 01, 2021	BUY	$25.56 - $31.27 $3,987 - $4,878	156 Added 3.85%	4,208 $178,000
Q3 2020 Oct 28, 2020	BUY	$24.59 - $28.1 $122 - $140	5 Added 0.12%	4,052 $145,000
Q2 2020 Aug 05, 2020	BUY	$23.36 - $29.86 $116 - $149	5 Added 0.12%	4,047 $147,000
Q1 2020 Apr 29, 2020	BUY	$21.38 - $35.93 $106 - $179	5 Added 0.12%	4,042 $149,000
Q4 2019 Feb 03, 2020	BUY	$31.26 - $34.56 $125 - $138	4 Added 0.1%	4,037 $184,000
Q3 2019 Oct 31, 2019	BUY	$31.67 - $35.34 $126 - $141	4 Added 0.1%	4,033 $195,000
Q2 2019 Aug 06, 2019	BUY	$33.92 - $36.34 $135 - $145	4 Added 0.1%	4,029 $193,000
Q1 2019 Apr 23, 2019	BUY	$31.43 - $36.15 $125 - $144	4 Added 0.1%	4,025 $202,000
Q4 2018 Jan 28, 2019	SELL	$30.48 - $33.57 $1,097 - $1,208	-36 Reduced 0.89%	4,021 $181,000
Q3 2018 Nov 09, 2018	BUY	$29.68 - $31.83 $118 - $127	4 Added 0.1%	4,057 $178,000
Q2 2018 Jul 26, 2018	BUY	$26.93 - $30.39 $107 - $121	4 Added 0.1%	4,053 $173,000
Q1 2018 Apr 26, 2018	BUY	$25.66 - $28.24 $153 - $169	6 Added 0.15%	4,049 $158,000
Q4 2017 Jan 31, 2018	SELL	$26.99 - $30.24 $2,429 - $2,721	-90 Reduced 2.18%	4,043 $159,000
Q3 2017 Oct 20, 2017	BUY	$26.33 - $27.5 $108,821 - $113,657	4,133	4,133 $156,000

Others Institutions Holding EXC

# of Institutions

1,163

Shares Held

808M

Call Options Held

2.83M

Put Options Held

1.74M

View Full List

About EXELON CORP

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $37.9B
Description
Exelon Corporation, a utility services holding company, engages in the energy generation, delivery, and marketing businesses in the United States and Canada. It owns nuclear, fossil, wind, hydroelectric, biomass, and solar generating facilities. The company also sells electricity to wholesale and retail customers; and sells natural gas, renewabl...

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Jfs Wealth Advisors, LLC Exelon Corp Transaction History