Baltimore-Washington Financial Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q3 | $225K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | $324K | Sell |
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|
2021
Q2 | $315K | Buy |
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|
2021
Q1 | $310K | Sell |
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|
2020
Q4 | $308K | Hold |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | $274K | Sell |
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|
2020
Q1 | $281K | Buy |
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|
2019
Q4 | $347K | Sell |
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|
2019
Q3 | $438K | Buy |
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|
2019
Q2 | $382K | Sell |
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|
2019
Q1 | $426K | Buy |
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|
2018
Q4 | $383K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $23K | Sell |
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|
2015
Q2 | $33K | Buy |
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|
2015
Q1 | $27K | Buy |
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|
2014
Q4 | $22K | Hold |
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|
2014
Q3 | $20K | Sell |
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|
2014
Q2 | $31K | Buy |
|