Mutual Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
4,848
+78
| +2% | +$3.43K | 0.01% | 1106 |
|
|
2025
Q1 | $220K | Buy |
+4,770
| New | +$220K | 0.01% | 1002 |
|
|
2024
Q2 | – | Sell |
-8,162
| Closed | -$307K | – | 1103 |
|
|
2024
Q1 | $307K | Buy |
8,162
+165
| +2% | +$6.2K | 0.01% | 858 |
|
|
2023
Q4 | $287K | Sell |
7,997
-651
| -8% | -$23.4K | 0.01% | 829 |
|
|
2023
Q3 | $327K | Buy |
8,648
+8
| +0.1% | +$302 | 0.01% | 749 |
|
|
2023
Q2 | $352K | Sell |
8,640
-718
| -8% | -$29.3K | 0.01% | 751 |
|
|
2023
Q1 | $392K | Buy |
9,358
+837
| +10% | +$35.1K | 0.02% | 691 |
|
|
2022
Q4 | $368K | Buy |
8,521
+355
| +4% | +$15.3K | 0.02% | 686 |
|
|
2022
Q3 | $306K | Buy |
8,166
+79
| +1% | +$2.96K | 0.02% | 708 |
|
|
2022
Q2 | $366K | Sell |
8,087
-68
| -0.8% | -$3.08K | 0.02% | 620 |
|
|
2022
Q1 | $388K | Sell |
8,155
-3,277
| -29% | -$156K | 0.02% | 644 |
|
|
2021
Q4 | $471K | Buy |
11,432
+17
| +0.1% | +$700 | 0.02% | 596 |
|
|
2021
Q3 | $394K | Hold |
11,415
| – | – | 0.02% | 622 |
|
|
2021
Q2 | $361K | Buy |
11,415
+786
| +7% | +$24.9K | 0.02% | 630 |
|
|
2021
Q1 | $332K | Buy |
10,629
+898
| +9% | +$28K | 0.02% | 603 |
|
|
2020
Q4 | $293K | Sell |
9,731
-691
| -7% | -$20.8K | 0.02% | 607 |
|
|
2020
Q3 | $266K | Buy |
10,422
+2,376
| +30% | +$60.6K | 0.02% | 566 |
|
|
2020
Q2 | $208K | Buy |
8,046
+195
| +2% | +$5.04K | 0.02% | 595 |
|
|
2020
Q1 | $206K | Sell |
7,851
-1,823
| -19% | -$47.8K | 0.03% | 496 |
|
|
2019
Q4 | $315K | Sell |
9,674
-1,213
| -11% | -$39.5K | 0.03% | 451 |
|
|
2019
Q3 | $375K | Buy |
10,887
+186
| +2% | +$6.41K | 0.05% | 370 |
|
|
2019
Q2 | $366K | Hold |
10,701
| – | – | 0.05% | 395 |
|
|
2019
Q1 | $383K | Buy |
10,701
+1,730
| +19% | +$61.9K | 0.06% | 310 |
|
|
2018
Q4 | $289K | Sell |
8,971
-959
| -10% | -$30.9K | 0.06% | 337 |
|
|
2018
Q3 | $309K | Sell |
9,930
-1,345
| -12% | -$41.9K | 0.05% | 360 |
|
|
2018
Q2 | $343K | Buy |
11,275
+722
| +7% | +$22K | 0.08% | 303 |
|
|
2018
Q1 | $294K | Buy |
+10,553
| New | +$294K | 0.07% | 310 |
|