Private Trust Company’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 | $385K | Sell |
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|
2025
Q2 | $373K | Sell |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $382K | Buy |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $421K | Sell |
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|
2021
Q4 | $520K | Sell |
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|
2021
Q3 | $440K | Sell |
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|
2021
Q2 | $420K | Buy |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | $386K | Buy |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $356K | Buy |
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|
2020
Q1 | $304K | Sell |
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|
2019
Q4 | $392K | Sell |
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|
2019
Q3 | $417K | Sell |
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|
2019
Q2 | $418K | Sell |
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|
2019
Q1 | $468K | Buy |
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|
2018
Q4 | $384K | Sell |
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|
2018
Q3 | $383K | Sell |
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|
2018
Q2 | $503K | Sell |
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|
2018
Q1 | $489K | Sell |
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|
2017
Q4 | $516K | Sell |
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|
2017
Q3 | $498K | Sell |
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|
2017
Q2 | $488K | Sell |
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|
2017
Q1 | $487K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $258K | Buy |
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|
2016
Q1 | $228K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $321K | Buy |
|
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $158K | Sell |
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|
2014
Q2 | $238K | Buy |
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|
2014
Q1 | $164K | Sell |
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|
2013
Q4 | $150K | Sell |
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|
2013
Q3 | $179K | Buy |
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|
2013
Q2 | $165K | Buy |
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