Hanson & Doremus Investment Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-686
| Closed | -$28K | – | 520 |
|
|
2021
Q4 | $28K | Hold |
686
| – | – | 0.01% | 353 |
|
|
2021
Q3 | $24K | Hold |
686
| – | – | 0.01% | 346 |
|
|
2021
Q2 | $17K | Hold |
686
| – | – | 0.01% | 328 |
|
|
2021
Q1 | $21K | Hold |
686
| – | – | ﹤0.01% | 366 |
|
|
2020
Q4 | $21K | Hold |
686
| – | – | 0.01% | 347 |
|
|
2020
Q3 | $17K | Hold |
686
| – | – | 0.01% | 328 |
|
|
2020
Q2 | $18K | Hold |
686
| – | – | 0.01% | 339 |
|
|
2020
Q1 | $18K | Hold |
686
| – | – | 0.01% | 345 |
|
|
2019
Q4 | $22K | Hold |
686
| – | – | 0.01% | 362 |
|
|
2019
Q3 | $24K | Hold |
686
| – | – | 0.01% | 337 |
|
|
2019
Q2 | $23K | Sell |
686
-141
| -17% | -$4.98K | 0.01% | 346 |
|
|
2019
Q1 | $30K | Sell |
827
-52
| -6% | -$1.77K | 0.01% | 312 |
|
|
2018
Q4 | $28K | Hold |
879
| – | – | 0.01% | 303 |
|
|
2018
Q3 | $27K | Sell |
879
-457
| -34% | -$14.1K | 0.01% | 335 |
|
|
2018
Q2 | $41K | Hold |
1,336
| – | – | 0.01% | 311 |
|
|
2018
Q1 | $37K | Hold |
1,336
| – | – | 0.01% | 335 |
|
|
2017
Q4 | $38K | Hold |
1,336
| – | – | 0.01% | 326 |
|
|
2017
Q3 | $36K | Hold |
1,336
| – | – | 0.01% | 315 |
|
|
2017
Q2 | $34K | Buy |
1,336
+457
| +52% | +$11.6K | 0.01% | 315 |
|
|
2017
Q1 | $23K | Hold |
879
| – | – | 0.01% | 338 |
|
|
2016
Q4 | $22.3K | Hold |
879
| – | – | 0.01% | 326 |
|
|
2016
Q3 | $21K | Hold |
879
| – | – | 0.01% | 310 |
|
|
2016
Q2 | $23K | Hold |
879
| – | – | 0.01% | 298 |
|
|
2016
Q1 | $22K | Hold |
879
| – | – | 0.01% | 306 |
|
|
2015
Q4 | $17K | Hold |
879
| – | – | 0.01% | 345 |
|
|
2015
Q3 | $19K | Hold |
879
| – | – | 0.01% | 322 |
|
|
2015
Q2 | $20K | Hold |
879
| – | – | 0.01% | 331 |
|
|
2015
Q1 | $21K | Hold |
879
| – | – | 0.01% | 330 |
|
|
2014
Q4 | $23K | Hold |
879
| – | – | 0.01% | 324 |
|
|
2014
Q3 | $21K | Hold |
879
| – | – | 0.01% | 316 |
|
|
2014
Q2 | $23K | Hold |
879
| – | – | 0.01% | 309 |
|
|
2014
Q1 | $21K | Hold |
879
| – | – | 0.01% | 309 |
|
|
2013
Q4 | $17K | Sell |
879
-22
| -2% | -$443 | 0.01% | 318 |
|
|
2013
Q3 | $19K | Sell |
901
-392
| -30% | -$8.57K | 0.01% | 301 |
|
|
2013
Q2 | $28K | Buy |
+1,293
| New | +$31.4K | 0.02% | 261 |
|
Other funds holding EXC
Hanson & Doremus Investment Management's EXC Position: Q1 2022 in Review
Hanson & Doremus Investment Management sold out of Exelon (EXC) in Q1 2022, closing a stake of 686 shares — an estimated $28K sold.
Hanson & Doremus Investment Management first reported a position in EXC in Q2 2013 and held it in 35 quarters. The position peaked at $41K in Q2 2018. 1,025 funds tracked by Wall St. Rank hold EXC as of Q1 2022.
- Hanson & Doremus Investment Management reported no remaining Exelon position as of Q1 2022 after selling out during the quarter.
- Hanson & Doremus Investment Management sold 686 Exelon shares in Q1 2022, an estimated $28K.
- Hanson & Doremus Investment Management first reported a position in Exelon in Q2 2013 and held it in 35 quarters.
- Hanson & Doremus Investment Management's Exelon position peaked at $41K in Q2 2018.
- 1,025 funds tracked by Wall St. Rank held Exelon as of Q1 2022.
Based on Hanson & Doremus Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.