Manchester Capital Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $94K | Buy |
2,164
+225
| +12% | +$9.77K | 0.01% | 458 |
|
2025
Q1 | $89.4K | Buy |
1,939
+859
| +80% | +$39.6K | 0.01% | 443 |
|
2024
Q4 | $40.7K | Buy |
1,080
+28
| +3% | +$1.05K | ﹤0.01% | 579 |
|
2024
Q3 | $42.7K | Buy |
1,052
+11
| +1% | +$446 | 0.01% | 564 |
|
2024
Q2 | $36K | Buy |
1,041
+530
| +104% | +$18.3K | ﹤0.01% | 557 |
|
2024
Q1 | $19.2K | Buy |
511
+443
| +651% | +$16.6K | ﹤0.01% | 557 |
|
2023
Q4 | $2.44K | Buy |
68
+13
| +24% | +$467 | ﹤0.01% | 794 |
|
2023
Q3 | $2.08K | Buy |
55
+41
| +293% | +$1.55K | ﹤0.01% | 762 |
|
2023
Q2 | $571 | Hold |
14
| – | – | ﹤0.01% | 867 |
|
2023
Q1 | $587 | Hold |
14
| – | – | ﹤0.01% | 986 |
|
2022
Q4 | $605 | Sell |
14
-465
| -97% | -$20.1K | ﹤0.01% | 885 |
|
2022
Q3 | $18K | Sell |
479
-4
| -0.8% | -$150 | ﹤0.01% | 411 |
|
2022
Q2 | $22K | Hold |
483
| – | – | ﹤0.01% | 403 |
|
2022
Q1 | $23K | Sell |
483
-194
| -29% | -$9.24K | ﹤0.01% | 449 |
|
2021
Q4 | $28K | Sell |
677
-4
| -0.6% | -$165 | ﹤0.01% | 448 |
|
2021
Q3 | $23K | Buy |
681
+9
| +1% | +$304 | ﹤0.01% | 500 |
|
2021
Q2 | $21K | Sell |
672
-701
| -51% | -$21.9K | ﹤0.01% | 439 |
|
2021
Q1 | $43K | Buy |
1,373
+20
| +1% | +$626 | 0.01% | 392 |
|
2020
Q4 | $41K | Hold |
1,353
| – | – | 0.01% | 378 |
|
2020
Q3 | $35K | Hold |
1,353
| – | – | 0.01% | 355 |
|
2020
Q2 | $35K | Hold |
1,353
| – | – | ﹤0.01% | 390 |
|
2020
Q1 | $36K | Buy |
1,353
+652
| +93% | +$17.3K | 0.01% | 381 |
|
2019
Q4 | $23K | Buy |
+701
| New | +$23K | ﹤0.01% | 425 |
|
2018
Q2 | – | Sell |
-56
| Closed | -$2K | – | 554 |
|
2018
Q1 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 533 |
|
2013
Q4 | – | Sell |
-780
| Closed | -$16K | – | 940 |
|
2013
Q3 | $16K | Buy |
780
+453
| +139% | +$9.29K | ﹤0.01% | 767 |
|
2013
Q2 | $7K | Buy |
+327
| New | +$7K | ﹤0.01% | 879 |
|