Edmond de Rothschild Holding’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 | $7.49M | Buy |
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|
2025
Q2 | $6.14M | Buy |
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|
2025
Q1 | $6.31M | Buy |
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|
2024
Q4 | $4.75M | Buy |
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|
2024
Q3 | $3.72M | Buy |
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|
2024
Q2 | $3.1M | Sell |
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|
2024
Q1 | $3.91M | Buy |
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|
2023
Q4 | $3.36M | Buy |
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|
2023
Q3 | $82.1K | Sell |
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|
2023
Q2 | $96.6K | Sell |
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|
2023
Q1 | $106K | Buy |
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|
2022
Q4 | $97.3K | Buy |
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|
2022
Q3 | $75K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $153K | Sell |
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|
2018
Q2 | $173K | Sell |
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|
2018
Q1 | $218K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $27K | Sell |
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|
2016
Q2 | $33K | Buy |
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|
2016
Q1 | $29K | Hold |
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|
2015
Q4 | $22K | Hold |
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|
2015
Q3 | $24K | Hold |
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|
2015
Q2 | $25K | Buy |
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