Bartlett & Co Wealth 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 | $4.17K | Hold |
96
| – | – | ﹤0.01% | 1022 |
|
|
2025
Q1 | $4.42K | Sell |
96
-312
| -76% | -$14.4K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $15.4K | Hold |
408
| – | – | ﹤0.01% | 850 |
|
|
2024
Q3 | $16.5K | Hold |
408
| – | – | ﹤0.01% | 844 |
|
|
2024
Q2 | $14.1K | Sell |
408
-393
| -49% | -$13.6K | ﹤0.01% | 870 |
|
|
2024
Q1 | $30.1K | Buy |
801
+43
| +6% | +$1.62K | ﹤0.01% | 751 |
|
|
2023
Q4 | $27.2K | Hold |
758
| – | – | ﹤0.01% | 814 |
|
|
2023
Q3 | $28.6K | Sell |
758
-8
| -1% | -$302 | ﹤0.01% | 748 |
|
|
2023
Q2 | $31.2K | Hold |
766
| – | – | ﹤0.01% | 744 |
|
|
2023
Q1 | $32.1K | Hold |
766
| – | – | ﹤0.01% | 639 |
|
|
2022
Q4 | $33.1K | Buy |
766
+8
| +1% | +$346 | ﹤0.01% | 642 |
|
|
2022
Q3 | $28.4K | Sell |
758
-51
| -6% | -$1.91K | ﹤0.01% | 653 |
|
|
2022
Q2 | $36.7K | Sell |
809
-1,018
| -56% | -$46.1K | ﹤0.01% | 622 |
|
|
2022
Q1 | $87K | Buy |
+1,827
| New | +$87K | ﹤0.01% | 504 |
|
|
2021
Q4 | – | Sell |
-572
| Closed | -$19.7K | – | 550 |
|
|
2021
Q3 | $19.7K | Hold |
572
| – | – | ﹤0.01% | 636 |
|
|
2021
Q2 | $18.1K | Hold |
572
| – | – | ﹤0.01% | 635 |
|
|
2021
Q1 | $17.8K | Buy |
572
+73
| +15% | +$2.28K | ﹤0.01% | 677 |
|
|
2020
Q4 | $15K | Buy |
499
+56
| +13% | +$1.69K | ﹤0.01% | 694 |
|
|
2020
Q3 | $11.3K | Hold |
443
| – | – | ﹤0.01% | 667 |
|
|
2020
Q2 | $11.5K | Sell |
443
-51
| -10% | -$1.32K | ﹤0.01% | 665 |
|
|
2020
Q1 | $13K | Sell |
494
-457
| -48% | -$12K | ﹤0.01% | 629 |
|
|
2019
Q4 | $30.9K | Hold |
951
| – | – | ﹤0.01% | 601 |
|
|
2019
Q3 | $32.8K | Buy |
951
+415
| +77% | +$14.3K | ﹤0.01% | 592 |
|
|
2019
Q2 | $18.3K | Buy |
536
+28
| +6% | +$957 | ﹤0.01% | 537 |
|
|
2019
Q1 | $18.1K | Hold |
508
| – | – | ﹤0.01% | 527 |
|
|
2018
Q4 | $16.3K | Sell |
508
-782
| -61% | -$25.1K | ﹤0.01% | 535 |
|
|
2018
Q3 | $40.2K | Sell |
1,290
-425
| -25% | -$13.2K | ﹤0.01% | 466 |
|
|
2018
Q2 | $52.1K | Buy |
1,715
+425
| +33% | +$12.9K | ﹤0.01% | 425 |
|
|
2018
Q1 | $35.9K | Buy |
+1,290
| New | +$35.9K | ﹤0.01% | 459 |
|