Montag & Associates’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 | $35K | Sell |
|
|||||
|
2025
Q2 | $75.1K | Buy |
|
|||||
|
2025
Q1 | $76.8K | Buy |
|
|||||
|
2024
Q4 | $59.3K | Hold |
|
|||||
|
2024
Q3 | $63.9K | Hold |
|
|||||
|
2024
Q2 | $54.5K | Hold |
|
|||||
|
2024
Q1 | $59.2K | Hold |
|
|||||
|
2023
Q4 | $56.5K | Hold |
|
|||||
|
2023
Q3 | $59.5K | Hold |
|
|||||
|
2023
Q2 | $64.2K | Hold |
|
|||||
|
2023
Q1 | $66K | Hold |
|
|||||
|
2022
Q4 | $68.1K | Hold |
|
|||||
|
2022
Q3 | $59K | Hold |
|
|||||
|
2022
Q2 | $71K | Hold |
|
|||||
|
2022
Q1 | $75K | Sell |
|
|||||
|
2021
Q4 | $91K | Hold |
|
|||||
|
2021
Q3 | $76K | Hold |
|
|||||
|
2021
Q2 | $70K | Hold |
|
|||||
|
2021
Q1 | $69K | Hold |
|
|||||
|
2020
Q4 | $66K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $1.77M | Sell |
|
|||||
|
2019
Q2 | $1.78M | Buy |
|
|||||
|
2019
Q1 | $1.82M | Sell |
|
|||||
|
2018
Q4 | $2.19M | Buy |
|
|||||
|
2018
Q3 | $2.11M | Sell |
|
|||||
|
2018
Q2 | $2.35M | Sell |
|
|||||
|
2018
Q1 | $2.89M | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $224K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $361K | Sell |
|
|||||
|
2015
Q2 | $389K | Hold |
|
|||||
|
2015
Q1 | $416K | Hold |
|
|||||
|
2014
Q4 | $459K | Hold |
|
|||||
|
2014
Q3 | $422K | Hold |
|
|||||
|
2014
Q2 | $452K | Sell |
|
|||||
|
2014
Q1 | $2.54M | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $238K | Buy |
|