Caldwell Trust’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Hold |
14,538
|
|
||||
|
2025
Q1 | $670K | Sell |
14,538
-1,170
|
|
||||
|
2024
Q4 | $591K | Hold |
15,708
|
|
||||
|
2024
Q3 | $637K | Hold |
15,708
|
|
||||
|
2024
Q2 | $544K | Buy |
15,708
+1,592
|
|
||||
|
2024
Q1 | $530K | Buy |
14,116
+1,092
|
|
||||
|
2023
Q4 | $468K | Sell |
13,024
-1,900
|
|
||||
|
2023
Q3 | $564K | Hold |
14,924
|
|
||||
|
2023
Q2 | $608K | Hold |
14,924
|
|
||||
|
2023
Q1 | $625K | Sell |
14,924
-166
|
|
||||
|
2022
Q4 | $652K | Sell |
15,090
-334
|
|
||||
|
2022
Q3 | $578K | Sell |
15,424
-881
|
|
||||
|
2022
Q2 | $739K | Buy |
16,305
+12,464
|
|
||||
|
2022
Q1 | $183K | Sell |
3,841
-931
|
|
||||
|
2021
Q4 | $197K | Buy |
4,772
+989
|
|
||||
|
2021
Q3 | $130K | Sell |
3,783
-89
|
|
||||
|
2021
Q2 | $122K | Sell |
3,872
-990
|
|
||||
|
2021
Q1 | $152K | Buy |
4,862
+1,235
|
|
||||
|
2020
Q4 | $109K | Hold |
3,627
|
|
||||
|
2020
Q3 | $92.5K | Sell |
3,627
-460
|
|
||||
|
2020
Q2 | $106K | Sell |
4,087
-366
|
|
||||
|
2020
Q1 | $117K | Hold |
4,453
|
|
||||
|
2019
Q4 | $145K | Buy |
+4,453
|
|