Laird Norton Wetherby Wealth Management’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 | $797K | Buy |
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|
2025
Q2 | $721K | Buy |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $632K | Sell |
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|
2024
Q2 | $572K | Sell |
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|
2024
Q1 | $653K | Buy |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $807K | Buy |
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|
2023
Q2 | $761K | Buy |
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|
2023
Q1 | $747K | Sell |
|
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|
2022
Q4 | $790K | Buy |
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|
2022
Q3 | $566K | Sell |
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|
2022
Q2 | $698K | Buy |
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|
2022
Q1 | $682K | Sell |
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|
2021
Q4 | $790K | Buy |
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|
2021
Q3 | $647K | Sell |
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|
2021
Q2 | $599K | Sell |
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|
2021
Q1 | $597K | Sell |
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|
2020
Q4 | $602K | Sell |
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|
2020
Q3 | $509K | Sell |
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|
2020
Q2 | $540K | Buy |
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|
2020
Q1 | $542K | Buy |
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|
2019
Q4 | $613K | Sell |
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|
2019
Q3 | $689K | Buy |
|
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|
2019
Q2 | $670K | Buy |
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|
2019
Q1 | $694K | Buy |
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|
2018
Q4 | $610K | Buy |
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|
2018
Q3 | $578K | Buy |
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|
2018
Q2 | $555K | Buy |
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|
2018
Q1 | $507K | Sell |
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|
2017
Q4 | $543K | Buy |
|
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|
2017
Q3 | $462K | Buy |
|
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|
2017
Q2 | $436K | Buy |
|
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|
2017
Q1 | $412K | Buy |
|
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|
2016
Q4 | $384K | Buy |
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|
2016
Q3 | $313K | Buy |
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|
2016
Q2 | $314K | Buy |
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|
2016
Q1 | $270K | Buy |
|
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $264K | Buy |
|
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|
2015
Q2 | $265K | Buy |
|
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|
2015
Q1 | $246K | Sell |
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|
2014
Q4 | $277K | Buy |
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|
2014
Q3 | $214K | Buy |
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|
2014
Q2 | $207K | Sell |
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|
2014
Q1 | $210K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $248K | Sell |
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|
2013
Q2 | $308K | Buy |
|