Laird Norton Wetherby Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
+16,605
| New | +$721K | 0.03% | 455 |
|
|
2024
Q4 | $540K | Sell |
14,354
-1,228
| -8% | -$46.2K | 0.03% | 502 |
|
|
2024
Q3 | $632K | Sell |
15,582
-945
| -6% | -$38.3K | 0.03% | 487 |
|
|
2024
Q2 | $572K | Sell |
16,527
-843
| -5% | -$29.2K | 0.03% | 500 |
|
|
2024
Q1 | $653K | Buy |
17,370
+1,342
| +8% | +$50.4K | 0.03% | 474 |
|
|
2023
Q4 | $575K | Sell |
16,028
-5,320
| -25% | -$191K | 0.03% | 505 |
|
|
2023
Q3 | $807K | Buy |
21,348
+2,673
| +14% | +$101K | 0.05% | 383 |
|
|
2023
Q2 | $761K | Buy |
18,675
+834
| +5% | +$34K | 0.04% | 407 |
|
|
2023
Q1 | $747K | Sell |
17,841
-430
| -2% | -$18K | 0.04% | 404 |
|
|
2022
Q4 | $790K | Buy |
18,271
+3,165
| +21% | +$137K | 0.05% | 376 |
|
|
2022
Q3 | $566K | Sell |
15,106
-306
| -2% | -$11.5K | 0.04% | 450 |
|
|
2022
Q2 | $698K | Buy |
15,412
+1,080
| +8% | +$48.9K | 0.05% | 384 |
|
|
2022
Q1 | $682K | Sell |
14,332
-4,832
| -25% | -$230K | 0.04% | 419 |
|
|
2021
Q4 | $790K | Buy |
19,164
+423
| +2% | +$17.4K | 0.04% | 370 |
|
|
2021
Q3 | $647K | Sell |
18,741
-206
| -1% | -$7.11K | 0.04% | 418 |
|
|
2021
Q2 | $599K | Sell |
18,947
-159
| -0.8% | -$5.03K | 0.04% | 444 |
|
|
2021
Q1 | $597K | Sell |
19,106
-873
| -4% | -$27.3K | 0.05% | 391 |
|
|
2020
Q4 | $602K | Sell |
19,979
-7
| -0% | -$211 | 0.04% | 405 |
|
|
2020
Q3 | $509K | Sell |
19,986
-888
| -4% | -$22.6K | 0.05% | 368 |
|
|
2020
Q2 | $540K | Buy |
20,874
+252
| +1% | +$6.52K | 0.05% | 340 |
|
|
2020
Q1 | $542K | Buy |
20,622
+1,778
| +9% | +$46.7K | 0.06% | 298 |
|
|
2019
Q4 | $613K | Sell |
18,844
-1,154
| -6% | -$37.5K | 0.06% | 345 |
|
|
2019
Q3 | $689K | Buy |
19,998
+405
| +2% | +$14K | 0.07% | 301 |
|
|
2019
Q2 | $670K | Buy |
19,593
+184
| +0.9% | +$6.29K | 0.07% | 296 |
|
|
2019
Q1 | $694K | Buy |
19,409
+460
| +2% | +$16.4K | 0.09% | 265 |
|
|
2018
Q4 | $610K | Buy |
18,949
+380
| +2% | +$12.2K | 0.09% | 268 |
|
|
2018
Q3 | $578K | Buy |
18,569
+312
| +2% | +$9.71K | 0.07% | 321 |
|
|
2018
Q2 | $555K | Buy |
18,257
+35
| +0.2% | +$1.06K | 0.08% | 313 |
|
|
2018
Q1 | $507K | Sell |
18,222
-1,110
| -6% | -$30.9K | 0.07% | 342 |
|
|
2017
Q4 | $543K | Buy |
19,332
+2,120
| +12% | +$59.5K | 0.08% | 328 |
|
|
2017
Q3 | $462K | Buy |
17,212
+281
| +2% | +$7.54K | 0.07% | 350 |
|
|
2017
Q2 | $436K | Buy |
16,931
+861
| +5% | +$22.2K | 0.07% | 331 |
|
|
2017
Q1 | $412K | Buy |
16,070
+893
| +6% | +$22.9K | 0.07% | 337 |
|
|
2016
Q4 | $384K | Buy |
15,177
+1,990
| +15% | +$50.4K | 0.08% | 336 |
|
|
2016
Q3 | $313K | Buy |
13,187
+1,082
| +9% | +$25.7K | 0.06% | 374 |
|
|
2016
Q2 | $314K | Buy |
12,105
+1,534
| +15% | +$39.8K | 0.07% | 338 |
|
|
2016
Q1 | $270K | Buy |
+10,571
| New | +$270K | 0.06% | 360 |
|
|
2015
Q4 | – | Sell |
-12,474
| Closed | -$264K | – | 472 |
|
|
2015
Q3 | $264K | Buy |
12,474
+612
| +5% | +$13K | 0.07% | 338 |
|
|
2015
Q2 | $265K | Buy |
11,862
+1,619
| +16% | +$36.2K | 0.06% | 360 |
|
|
2015
Q1 | $246K | Sell |
10,243
-252
| -2% | -$6.05K | 0.06% | 372 |
|
|
2014
Q4 | $277K | Buy |
10,495
+1,718
| +20% | +$45.3K | 0.07% | 329 |
|
|
2014
Q3 | $214K | Buy |
8,777
+823
| +10% | +$20.1K | 0.06% | 389 |
|
|
2014
Q2 | $207K | Sell |
7,954
-787
| -9% | -$20.5K | 0.06% | 399 |
|
|
2014
Q1 | $210K | Buy |
+8,741
| New | +$210K | 0.06% | 386 |
|
|
2013
Q4 | – | Sell |
-11,742
| Closed | -$248K | – | 440 |
|
|
2013
Q3 | $248K | Sell |
11,742
-2,239
| -16% | -$47.3K | 0.08% | 321 |
|
|
2013
Q2 | $308K | Buy |
+13,981
| New | +$308K | 0.11% | 228 |
|