Baldwin Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150
| Closed | -$6.08K | – | 499 |
|
|
2024
Q3 | $6.08K | Hold |
150
| – | – | ﹤0.01% | 857 |
|
|
2024
Q2 | $5.19K | Hold |
150
| – | – | ﹤0.01% | 589 |
|
|
2024
Q1 | $5.64K | Hold |
150
| – | – | ﹤0.01% | 587 |
|
|
2023
Q4 | $5.38K | Hold |
150
| – | – | ﹤0.01% | 617 |
|
|
2023
Q3 | $5.67K | Hold |
150
| – | – | ﹤0.01% | 617 |
|
|
2023
Q2 | $6.11K | Hold |
150
| – | – | ﹤0.01% | 634 |
|
|
2023
Q1 | $6.28K | Hold |
150
| – | – | ﹤0.01% | 658 |
|
|
2022
Q4 | $6.49K | Hold |
150
| – | – | ﹤0.01% | 641 |
|
|
2022
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 549 |
|
|
2022
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 567 |
|
|
2022
Q1 | $7K | Sell |
150
-60
| -29% | -$2.54K | ﹤0.01% | 563 |
|
|
2021
Q4 | $9K | Hold |
210
| – | – | ﹤0.01% | 516 |
|
|
2021
Q3 | $7K | Hold |
210
| – | – | ﹤0.01% | 543 |
|
|
2021
Q2 | $7K | Hold |
210
| – | – | ﹤0.01% | 557 |
|
|
2021
Q1 | $7K | Hold |
210
| – | – | ﹤0.01% | 535 |
|
|
2020
Q4 | $6K | Hold |
210
| – | – | ﹤0.01% | 487 |
|
|
2020
Q3 | $5K | Hold |
210
| – | – | ﹤0.01% | 468 |
|
|
2020
Q2 | $5K | Hold |
210
| – | – | ﹤0.01% | 471 |
|
|
2020
Q1 | $6K | Hold |
210
| – | – | ﹤0.01% | 459 |
|
|
2019
Q4 | $7K | Hold |
210
| – | – | ﹤0.01% | 469 |
|
|
2019
Q3 | $7K | Hold |
210
| – | – | ﹤0.01% | 467 |
|
|
2019
Q2 | $7K | Hold |
210
| – | – | ﹤0.01% | 460 |
|
|
2019
Q1 | $8K | Hold |
210
| – | – | ﹤0.01% | 462 |
|
|
2018
Q4 | $7K | Hold |
210
| – | – | ﹤0.01% | 456 |
|
|
2018
Q3 | $7K | Hold |
210
| – | – | ﹤0.01% | 472 |
|
|
2018
Q2 | $6K | Hold |
210
| – | – | ﹤0.01% | 473 |
|
|
2018
Q1 | $6K | Hold |
210
| – | – | ﹤0.01% | 448 |
|
|
2017
Q4 | $6K | Hold |
210
| – | – | ﹤0.01% | 433 |
|
|
2017
Q3 | $6K | Hold |
210
| – | – | ﹤0.01% | 433 |
|
|
2017
Q2 | $5K | Hold |
210
| – | – | ﹤0.01% | 441 |
|
|
2017
Q1 | $5K | Hold |
210
| – | – | ﹤0.01% | 445 |
|
|
2016
Q4 | $5K | Hold |
210
| – | – | ﹤0.01% | 469 |
|
|
2016
Q3 | $5K | Hold |
210
| – | – | ﹤0.01% | 487 |
|
|
2016
Q2 | $5K | Hold |
210
| – | – | ﹤0.01% | 425 |
|
|
2016
Q1 | $5K | Buy |
+210
| New | +$4.7K | ﹤0.01% | 439 |
|
Other funds holding EXC
Baldwin Wealth Partners's EXC Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of Exelon (EXC) in Q4 2024, closing a stake of 150 shares — an estimated $6.08K sold.
Baldwin Wealth Partners first reported a position in EXC in Q1 2016 and held it in 35 quarters. The position peaked at $9K in Q4 2021. 1,103 funds tracked by Wall St. Rank hold EXC as of Q4 2024.
- Baldwin Wealth Partners reported no remaining Exelon position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 150 Exelon shares in Q4 2024, an estimated $6.08K.
- Baldwin Wealth Partners first reported a position in Exelon in Q1 2016 and held it in 35 quarters.
- Baldwin Wealth Partners's Exelon position peaked at $9K in Q4 2021.
- 1,103 funds tracked by Wall St. Rank held Exelon as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.