HFM
Hartford Financial Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,500
| Closed | -$945K | – | 358 |
|
|
2025
Q1 | $945K | Hold |
20,500
| – | – | 0.2% | 108 |
|
|
2024
Q4 | $772K | Hold |
20,500
| – | – | 0.16% | 114 |
|
|
2024
Q3 | $831K | Hold |
20,500
| – | – | 0.17% | 117 |
|
|
2024
Q2 | $710K | Hold |
20,500
| – | – | 0.15% | 119 |
|
|
2024
Q1 | $770K | Hold |
20,500
| – | – | 0.16% | 118 |
|
|
2023
Q4 | $736K | Hold |
20,500
| – | – | 0.17% | 119 |
|
|
2023
Q3 | $775K | Hold |
20,500
| – | – | 0.2% | 119 |
|
|
2023
Q2 | $835K | Hold |
20,500
| – | – | 0.21% | 117 |
|
|
2023
Q1 | $859K | Hold |
20,500
| – | – | 0.22% | 118 |
|
|
2022
Q4 | $886K | Hold |
20,500
| – | – | 0.23% | 114 |
|
|
2022
Q3 | $768K | Hold |
20,500
| – | – | 0.23% | 116 |
|
|
2022
Q2 | $929K | Hold |
20,500
| – | – | 0.26% | 108 |
|
|
2022
Q1 | $976K | Hold |
20,500
| – | – | 0.24% | 110 |
|
|
2021
Q4 | $1.18M | Buy |
+20,500
| New | +$1.18M | 0.28% | 106 |
|