MTM Investment 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 | $224K | Hold |
5,148
| – | – | 0.08% | 191 |
|
|
2025
Q1 | $236K | Buy |
+5,148
| New | +$236K | 0.09% | 182 |
|
|
2024
Q4 | – | Sell |
-5,568
| Closed | -$224K | – | 271 |
|
|
2024
Q3 | $224K | Buy |
+5,568
| New | +$224K | 0.09% | 183 |
|
|
2024
Q2 | – | Sell |
-5,568
| Closed | -$209K | – | 267 |
|
|
2024
Q1 | $209K | Buy |
+5,568
| New | +$209K | 0.09% | 186 |
|
|
2023
Q4 | – | Sell |
-5,568
| Closed | -$210K | – | 260 |
|
|
2023
Q3 | $210K | Hold |
5,568
| – | – | 0.11% | 160 |
|
|
2023
Q2 | $227K | Hold |
5,568
| – | – | 0.11% | 166 |
|
|
2023
Q1 | $233K | Hold |
5,568
| – | – | 0.12% | 160 |
|
|
2022
Q4 | $241K | Hold |
5,568
| – | – | 0.13% | 156 |
|
|
2022
Q3 | $209K | Hold |
5,568
| – | – | 0.12% | 165 |
|
|
2022
Q2 | $257K | Hold |
5,568
| – | – | 0.14% | 145 |
|
|
2022
Q1 | $265K | Buy |
+5,568
| New | +$265K | 0.13% | 149 |
|