Platform Technology Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $469K | Buy |
9,560
+1,423
| +17% | +$66.2K | 0.09% | 168 |
|
|
2025
Q4 | $355K | Buy |
8,137
+93
| +1% | +$4.24K | 0.08% | 187 |
|
|
2025
Q3 | $362K | Sell |
8,044
-395
| -5% | -$17.3K | 0.09% | 177 |
|
|
2025
Q2 | $366K | Buy |
8,439
+500
| +6% | +$22.3K | 0.1% | 175 |
|
|
2025
Q1 | $366K | Hold |
7,939
| – | – | 0.11% | 161 |
|
|
2024
Q4 | $299K | Sell |
7,939
-1
| -0% | -$39 | 0.09% | 167 |
|
|
2024
Q3 | $322K | Buy |
7,940
+159
| +2% | +$5.98K | 0.1% | 167 |
|
|
2024
Q2 | $269K | Buy |
+7,781
| New | +$287K | 0.09% | 179 |
|
|
2023
Q4 | $268K | Sell |
7,781
-3,240
| -29% | -$125K | 0.1% | 172 |
|
|
2023
Q3 | $416K | Hold |
11,021
| – | – | 0.19% | 115 |
|
|
2023
Q2 | $460K | Sell |
11,021
-4,915
| -31% | -$203K | 0.22% | 107 |
|
|
2023
Q1 | $668K | Buy |
15,936
+128
| +0.8% | +$5.34K | 0.33% | 84 |
|
|
2022
Q4 | $683K | Buy |
15,808
+182
| +1% | +$7.19K | 0.35% | 79 |
|
|
2022
Q3 | $585K | Buy |
15,626
+1,000
| +7% | +$44.2K | 0.33% | 84 |
|
|
2022
Q2 | $663K | Buy |
14,626
+112
| +0.8% | +$5.27K | 0.36% | 76 |
|
|
2022
Q1 | $691K | Sell |
14,514
-6,108
| -30% | -$259K | 0.33% | 83 |
|
|
2021
Q4 | $850K | Buy |
+20,622
| New | +$777K | 0.37% | 69 |
|
|
2021
Q3 | – | Sell |
-13,271
| Closed | -$419K | – | 248 |
|
|
2021
Q2 | $419K | Buy |
+13,271
| New | +$427K | 0.17% | 146 |
|
|
2020
Q4 | $547K | Buy |
18,178
+133
| +0.7% | +$3.92K | 0.27% | 101 |
|
|
2020
Q3 | $460K | Hold |
18,045
| – | – | 0.28% | 96 |
|
|
2020
Q2 | $467K | Buy |
18,045
+1,893
| +12% | +$50.3K | 0.33% | 88 |
|
|
2020
Q1 | $424K | Buy |
+16,152
| New | +$508K | 0.39% | 75 |
|
Other funds holding EXC
VCM
VPM
