Dorsey & Whitney Trust’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $360K | Sell |
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|
2025
Q2 | $348K | Buy |
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|
2025
Q1 | $327K | Buy |
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|
2024
Q4 | $230K | Buy |
|
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|
2024
Q3 | $245K | Sell |
|
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|
2024
Q2 | $222K | Buy |
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|
2024
Q1 | $225K | Buy |
|
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|
2023
Q4 | $200K | Sell |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $326K | Sell |
|
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|
2023
Q1 | $681K | Buy |
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|
2022
Q4 | $689K | Sell |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $352K | Sell |
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|
2021
Q4 | $407K | Buy |
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|
2021
Q3 | $321K | Hold |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $285K | Sell |
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|
2020
Q4 | $307K | Buy |
|
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|
2020
Q3 | $233K | Sell |
|
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $337K | Buy |
|
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|
2019
Q4 | $400K | Sell |
|
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|
2019
Q3 | $656K | Sell |
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|
2019
Q2 | $689K | Buy |
|
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|
2019
Q1 | $715K | Sell |
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|
2018
Q4 | $646K | Buy |
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|
2018
Q3 | $428K | Buy |
|
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|
2018
Q2 | $395K | Sell |
|
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|
2018
Q1 | $423K | Sell |
|
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|
2017
Q4 | $443K | Hold |
|
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|
2017
Q3 | $423K | Sell |
|
|||||
|
2017
Q2 | $460K | Hold |
|
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|
2017
Q1 | $460K | Buy |
|
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|
2016
Q4 | $330K | Buy |
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|
2016
Q3 | $225K | Sell |
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|
2016
Q2 | $286K | Buy |
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|
2016
Q1 | $223K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $212K | Buy |
|