Azimuth Capital Investment 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
$515K Sell
11,850
-200
-2% -$8.68K 0.02% 242
2025
Q1
$555K Buy
12,050
+50
+0.4% +$2.3K 0.02% 238
2024
Q4
$452K Hold
12,000
0.02% 251
2024
Q3
$487K Sell
12,000
-1,306
-10% -$53K 0.02% 250
2024
Q2
$461K Sell
13,306
-150
-1% -$5.19K 0.02% 249
2024
Q1
$506K Sell
13,456
-100
-0.7% -$3.76K 0.02% 242
2023
Q4
$487K Buy
13,556
+2,465
+22% +$88.5K 0.02% 240
2023
Q3
$419K Buy
11,091
+135
+1% +$5.1K 0.02% 247
2023
Q2
$446K Hold
10,956
0.02% 248
2023
Q1
$459K Buy
10,956
+100
+0.9% +$4.19K 0.02% 252
2022
Q4
$469K Buy
10,856
+950
+10% +$41.1K 0.02% 256
2022
Q3
$371K Sell
9,906
-400
-4% -$15K 0.02% 260
2022
Q2
$467K Buy
+10,306
New +$467K 0.02% 257