HM Payson & Co’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $101K | Hold |
2,183
| – | – | ﹤0.01% | 525 |
|
|
2024
Q4 | $82.2K | Sell |
2,183
-8
| -0.4% | -$301 | ﹤0.01% | 564 |
|
|
2024
Q3 | $88.8K | Buy |
2,191
+81
| +4% | +$3.29K | ﹤0.01% | 539 |
|
|
2024
Q2 | $73K | Hold |
2,110
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $79.3K | Hold |
2,110
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $75.7K | Sell |
2,110
-82
| -4% | -$2.94K | ﹤0.01% | 526 |
|
|
2023
Q3 | $82.8K | Hold |
2,192
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $89.3K | Buy |
2,192
+310
| +16% | +$12.6K | ﹤0.01% | 495 |
|
|
2023
Q1 | $78.8K | Hold |
1,882
| – | – | ﹤0.01% | 506 |
|
|
2022
Q4 | $81.4K | Buy |
1,882
+82
| +5% | +$3.55K | ﹤0.01% | 491 |
|
|
2022
Q3 | $67K | Hold |
1,800
| – | – | ﹤0.01% | 525 |
|
|
2022
Q2 | $82K | Hold |
1,800
| – | – | ﹤0.01% | 500 |
|
|
2022
Q1 | $86K | Sell |
1,800
-724
| -29% | -$34.6K | ﹤0.01% | 520 |
|
|
2021
Q4 | $104K | Hold |
2,524
| – | – | ﹤0.01% | 491 |
|
|
2021
Q3 | $87K | Hold |
2,524
| – | – | ﹤0.01% | 505 |
|
|
2021
Q2 | $80K | Hold |
2,524
| – | – | ﹤0.01% | 513 |
|
|
2021
Q1 | $79K | Hold |
2,524
| – | – | ﹤0.01% | 522 |
|
|
2020
Q4 | $76K | Sell |
2,524
-87
| -3% | -$2.62K | ﹤0.01% | 523 |
|
|
2020
Q3 | $67K | Sell |
2,611
-319
| -11% | -$8.19K | ﹤0.01% | 507 |
|
|
2020
Q2 | $76K | Sell |
2,930
-446
| -13% | -$11.6K | ﹤0.01% | 465 |
|
|
2020
Q1 | $89K | Hold |
3,376
| – | – | ﹤0.01% | 416 |
|
|
2019
Q4 | $110K | Sell |
3,376
-719
| -18% | -$23.4K | ﹤0.01% | 459 |
|
|
2019
Q3 | $141K | Sell |
4,095
-163
| -4% | -$5.61K | 0.01% | 439 |
|
|
2019
Q2 | $146K | Buy |
+4,258
| New | +$146K | 0.01% | 438 |
|