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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $294K | Buy |
6,004
+236
| +4% | +$11K | 0.01% | 156 |
|
|
2025
Q4 | $251K | Buy |
5,768
+248
| +4% | +$11.3K | 0.01% | 172 |
|
|
2025
Q3 | $248K | Sell |
5,520
-49
| -0.9% | -$2.15K | 0.01% | 161 |
|
|
2025
Q2 | $242K | Sell |
5,569
-464
| -8% | -$20.7K | 0.01% | 152 |
|
|
2025
Q1 | $278K | Sell |
6,033
-4
| -0.1% | -$167 | 0.01% | 130 |
|
|
2024
Q4 | $227K | Buy |
6,037
+500
| +9% | +$19.4K | 0.01% | 139 |
|
|
2024
Q3 | $225K | Buy |
+5,537
| New | +$208K | 0.01% | 137 |
|
|
2024
Q2 | – | Sell |
-5,557
| Closed | -$209K | – | 143 |
|
|
2024
Q1 | $209K | Buy |
+5,557
| New | +$199K | 0.01% | 118 |
|
|
2023
Q4 | – | Sell |
-5,471
| Closed | -$207K | – | 146 |
|
|
2023
Q3 | $207K | Hold |
5,471
| – | – | 0.02% | 137 |
|
|
2023
Q2 | $223K | Sell |
5,471
-654
| -11% | -$27K | 0.02% | 126 |
|
|
2023
Q1 | $257K | Hold |
6,125
| – | – | 0.02% | 125 |
|
|
2022
Q4 | $265K | Hold |
6,125
| – | – | 0.03% | 122 |
|
|
2022
Q3 | $229K | Hold |
6,125
| – | – | 0.02% | 142 |
|
|
2022
Q2 | $277K | Sell |
6,125
-985
| -14% | -$46.3K | 0.03% | 108 |
|
|
2022
Q1 | $310K | Sell |
7,110
-2,485
| -26% | -$105K | 0.03% | 120 |
|
|
2021
Q4 | $395K | Buy |
9,595
+185
| +2% | +$6.97K | 0.03% | 99 |
|
|
2021
Q3 | $324K | Sell |
9,410
-561
| -6% | -$19.2K | 0.03% | 106 |
|
|
2021
Q2 | $315K | Buy |
9,971
+3
| +0% | +$97 | 0.03% | 105 |
|
|
2021
Q1 | $310K | Sell |
9,968
-281
| -3% | -$8.44K | 0.03% | 102 |
|
|
2020
Q4 | $308K | Hold |
10,249
| – | – | 0.03% | 102 |
|
|
2020
Q3 | $261K | Buy |
10,249
+7,931
| +342% | +$210K | 0.03% | 102 |
|
|
2020
Q2 | $274K | Sell |
2,318
-8,399
| -78% | -$223K | 0.04% | 103 |
|
|
2020
Q1 | $281K | Buy |
10,717
+38
| +0.4% | +$1.2K | 0.05% | 102 |
|
|
2019
Q4 | $347K | Sell |
10,679
-2,036
| -16% | -$65.9K | 0.05% | 98 |
|
|
2019
Q3 | $438K | Buy |
12,715
+1,535
| +14% | +$51.5K | 0.07% | 92 |
|
|
2019
Q2 | $382K | Sell |
11,180
-752
| -6% | -$26.5K | 0.06% | 90 |
|
|
2019
Q1 | $426K | Buy |
11,932
+5
| +0% | +$170 | 0.07% | 85 |
|
|
2018
Q4 | $383K | Buy |
+11,927
| New | +$381K | 0.08% | 81 |
|
|
2015
Q4 | – | Sell |
-1,098
| Closed | -$23K | – | 143 |
|
|
2015
Q3 | $23K | Sell |
1,098
-419
| -28% | -$9.42K | 0.01% | 163 |
|
|
2015
Q2 | $33K | Buy |
1,517
+391
| +35% | +$9.37K | 0.01% | 145 |
|
|
2015
Q1 | $27K | Buy |
1,126
+285
| +34% | +$7.06K | 0.01% | 167 |
|
|
2014
Q4 | $22K | Hold |
841
| – | – | 0.01% | 169 |
|
|
2014
Q3 | $20K | Sell |
841
-332
| -28% | -$7.78K | 0.01% | 180 |
|
|
2014
Q2 | $31K | Buy |
+1,173
| New | +$29.9K | 0.01% | 188 |
|
Other funds holding EXC
VCM
VPM
