Morningstar Investment Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $354K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $820K | Hold |
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|
2018
Q2 | $800K | Hold |
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|
2018
Q1 | $732K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $4.23M | Sell |
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|
2015
Q4 | $3.85M | Sell |
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|
2015
Q3 | $5.2M | Sell |
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|
2015
Q2 | $5.93M | Sell |
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|
2015
Q1 | $34.8M | Buy |
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|
2014
Q4 | $36.5M | Sell |
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|
2014
Q3 | $35.8M | Buy |
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|
2014
Q2 | $35M | Sell |
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|
2014
Q1 | $34.6M | Buy |
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|
2013
Q4 | $23.3M | Buy |
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|
2013
Q3 | $20.7M | Buy |
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|
2013
Q2 | $14.2M | Buy |
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