Foster & Motley’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
33,016
-228
| -0.7% | -$9.9K | 0.08% | 202 |
|
|
2025
Q1 | $1.53M | Sell |
33,244
-2,208
| -6% | -$102K | 0.1% | 181 |
|
|
2024
Q4 | $1.33M | Sell |
35,452
-585
| -2% | -$22K | 0.09% | 189 |
|
|
2024
Q3 | $1.46M | Sell |
36,037
-1,437
| -4% | -$58.3K | 0.09% | 183 |
|
|
2024
Q2 | $1.3M | Sell |
37,474
-3,699
| -9% | -$128K | 0.09% | 185 |
|
|
2024
Q1 | $1.55M | Sell |
41,173
-6,418
| -13% | -$241K | 0.11% | 173 |
|
|
2023
Q4 | $1.71M | Sell |
47,591
-4,204
| -8% | -$151K | 0.13% | 157 |
|
|
2023
Q3 | $1.96M | Sell |
51,795
-3,125
| -6% | -$118K | 0.16% | 148 |
|
|
2023
Q2 | $2.24M | Sell |
54,920
-3,573
| -6% | -$146K | 0.17% | 154 |
|
|
2023
Q1 | $2.45M | Sell |
58,493
-3,450
| -6% | -$145K | 0.2% | 134 |
|
|
2022
Q4 | $2.68M | Sell |
61,943
-20,357
| -25% | -$880K | 0.23% | 115 |
|
|
2022
Q3 | $3.08M | Sell |
82,300
-1,331
| -2% | -$49.9K | 0.29% | 89 |
|
|
2022
Q2 | $3.79M | Sell |
83,631
-4,275
| -5% | -$194K | 0.33% | 71 |
|
|
2022
Q1 | $4.19M | Sell |
87,906
-32,459
| -27% | -$1.55M | 0.33% | 75 |
|
|
2021
Q4 | $4.96M | Sell |
120,365
-3,680
| -3% | -$152K | 0.39% | 67 |
|
|
2021
Q3 | $4.28M | Sell |
124,045
-5,403
| -4% | -$186K | 0.36% | 72 |
|
|
2021
Q2 | $4.09M | Sell |
129,448
-5,825
| -4% | -$184K | 0.34% | 76 |
|
|
2021
Q1 | $4.22M | Sell |
135,273
-9,190
| -6% | -$287K | 0.35% | 71 |
|
|
2020
Q4 | $4.35M | Buy |
144,463
+13,818
| +11% | +$416K | 0.42% | 66 |
|
|
2020
Q3 | $3.33M | Buy |
130,645
+2,885
| +2% | +$73.6K | 0.39% | 70 |
|
|
2020
Q2 | $3.31M | Buy |
127,760
+21,937
| +21% | +$568K | 0.41% | 68 |
|
|
2020
Q1 | $2.78M | Buy |
105,823
+17,452
| +20% | +$458K | 0.41% | 70 |
|
|
2019
Q4 | $2.87M | Buy |
88,371
+4,501
| +5% | +$146K | 0.36% | 78 |
|
|
2019
Q3 | $2.89M | Buy |
83,870
+5,387
| +7% | +$186K | 0.39% | 72 |
|
|
2019
Q2 | $2.68M | Buy |
78,483
+6,232
| +9% | +$213K | 0.38% | 78 |
|
|
2019
Q1 | $2.58M | Sell |
72,251
-3,810
| -5% | -$136K | 0.37% | 77 |
|
|
2018
Q4 | $2.45M | Buy |
76,061
+6,192
| +9% | +$199K | 0.39% | 75 |
|
|
2018
Q3 | $2.18M | Buy |
69,869
+3,852
| +6% | +$120K | 0.33% | 82 |
|
|
2018
Q2 | $2.01M | Buy |
66,017
+5,825
| +10% | +$177K | 0.32% | 81 |
|
|
2018
Q1 | $1.68M | Sell |
60,192
-252
| -0.4% | -$7.01K | 0.27% | 96 |
|
|
2017
Q4 | $1.7M | Sell |
60,444
-5,350
| -8% | -$150K | 0.27% | 99 |
|
|
2017
Q3 | $1.77M | Sell |
65,794
-34,490
| -34% | -$927K | 0.3% | 90 |
|
|
2017
Q2 | $2.58M | Sell |
100,284
-10,498
| -9% | -$270K | 0.46% | 71 |
|
|
2017
Q1 | $2.84M | Buy |
110,782
+36,445
| +49% | +$935K | 0.52% | 67 |
|
|
2016
Q4 | $1.88M | Buy |
74,337
+26,345
| +55% | +$667K | 0.36% | 83 |
|
|
2016
Q3 | $1.14M | Buy |
47,992
+3,372
| +8% | +$80.1K | 0.22% | 103 |
|
|
2016
Q2 | $1.16M | Buy |
44,620
+2,557
| +6% | +$66.3K | 0.23% | 102 |
|
|
2016
Q1 | $1.08M | Buy |
42,063
+5,266
| +14% | +$135K | 0.22% | 100 |
|
|
2015
Q4 | $729K | Buy |
+36,797
| New | +$729K | 0.15% | 118 |
|