Annis Gardner Whiting Capital 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 | $8.64K | Sell |
199
-29
| -13% | -$1.26K | ﹤0.01% | 754 |
|
|
2025
Q1 | $10.5K | Buy |
228
+9
| +4% | +$415 | ﹤0.01% | 535 |
|
|
2024
Q4 | $8.24K | Sell |
219
-155
| -41% | -$5.84K | ﹤0.01% | 558 |
|
|
2024
Q3 | $15.2K | Hold |
374
| – | – | ﹤0.01% | 501 |
|
|
2024
Q2 | $12.9K | Hold |
374
| – | – | ﹤0.01% | 647 |
|
|
2024
Q1 | $14.1K | Buy |
374
+156
| +72% | +$5.86K | 0.01% | 624 |
|
|
2023
Q4 | $7.83K | Sell |
218
-1,057
| -83% | -$38K | ﹤0.01% | 499 |
|
|
2023
Q3 | $48.2K | Buy |
+1,275
| New | +$48.2K | 0.03% | 290 |
|