Grimes & Company’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
5,153
+102
| +2% | +$4.43K | 0.01% | 391 |
|
|
2025
Q1 | $233K | Buy |
+5,051
| New | +$233K | 0.01% | 327 |
|
|
2023
Q1 | – | Sell |
-4,724
| Closed | -$204K | – | 308 |
|
|
2022
Q4 | $204K | Buy |
+4,724
| New | +$204K | 0.01% | 268 |
|
|
2022
Q3 | – | Sell |
-4,667
| Closed | -$212K | – | 273 |
|
|
2022
Q2 | $212K | Hold |
4,667
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $222K | Sell |
4,667
-1,652
| -26% | -$78.6K | 0.01% | 274 |
|
|
2021
Q4 | $260K | Hold |
6,319
| – | – | 0.01% | 259 |
|
|
2021
Q3 | $218K | Sell |
6,319
-3,126
| -33% | -$108K | 0.01% | 275 |
|
|
2021
Q2 | $299K | Hold |
9,445
| – | – | 0.01% | 241 |
|
|
2021
Q1 | $295K | Sell |
9,445
-900
| -9% | -$28.1K | 0.01% | 232 |
|
|
2020
Q4 | $312K | Sell |
10,345
-31
| -0.3% | -$935 | 0.02% | 216 |
|
|
2020
Q3 | $265K | Hold |
10,376
| – | – | 0.02% | 214 |
|
|
2020
Q2 | $269K | Buy |
+10,376
| New | +$269K | 0.02% | 208 |
|
|
2020
Q1 | – | Sell |
-6,871
| Closed | -$223K | – | 243 |
|
|
2019
Q4 | $223K | Buy |
6,871
+701
| +11% | +$22.8K | 0.01% | 243 |
|
|
2019
Q3 | $213K | Hold |
6,170
| – | – | 0.02% | 236 |
|
|
2019
Q2 | $211K | Hold |
6,170
| – | – | 0.02% | 232 |
|
|
2019
Q1 | $221K | Buy |
+6,170
| New | +$221K | 0.02% | 227 |
|
|
2014
Q4 | – | Sell |
-9,778
| Closed | -$238K | – | 168 |
|
|
2014
Q3 | $238K | Sell |
9,778
-1
| -0% | -$24 | 0.06% | 129 |
|
|
2014
Q2 | $254K | Hold |
9,779
| – | – | 0.07% | 132 |
|
|
2014
Q1 | $234K | Buy |
+9,779
| New | +$234K | 0.07% | 129 |
|
|
2013
Q4 | – | Sell |
-9,562
| Closed | -$202K | – | 144 |
|
|
2013
Q3 | $202K | Sell |
9,562
-349
| -4% | -$7.37K | 0.07% | 126 |
|
|
2013
Q2 | $218K | Buy |
+9,911
| New | +$218K | 0.08% | 109 |
|