Essex Savings Bank’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 | $347K | Sell |
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|
2025
Q2 | $336K | Hold |
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|
2025
Q1 | $356K | Sell |
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|
2024
Q4 | $292K | Buy |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $241K | Buy |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $222K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $205K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $228K | Buy |
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|
2019
Q1 | $199K | Hold |
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|
2018
Q4 | $179K | Buy |
|