HM Payson & Co’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 | $101K | Buy |
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|
2025
Q2 | $94.8K | Hold |
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|
2025
Q1 | $101K | Hold |
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|
2024
Q4 | $82.2K | Sell |
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|
2024
Q3 | $88.8K | Buy |
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|
2024
Q2 | $73K | Hold |
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|
2024
Q1 | $79.3K | Hold |
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|
2023
Q4 | $75.7K | Sell |
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|
2023
Q3 | $82.8K | Hold |
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|
2023
Q2 | $89.3K | Buy |
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|
2023
Q1 | $78.8K | Hold |
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|
2022
Q4 | $81.4K | Buy |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $82K | Hold |
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|
2022
Q1 | $86K | Sell |
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|
2021
Q4 | $104K | Hold |
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|
2021
Q3 | $87K | Hold |
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|
2021
Q2 | $80K | Hold |
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|
2021
Q1 | $79K | Hold |
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|
2020
Q4 | $76K | Sell |
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|
2020
Q3 | $67K | Sell |
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|
2020
Q2 | $76K | Sell |
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|
2020
Q1 | $89K | Hold |
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|
2019
Q4 | $110K | Sell |
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|
2019
Q3 | $141K | Sell |
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|
2019
Q2 | $146K | Buy |
|