Tiemann Investment 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 | $316K | Buy |
7,275
+550
| +8% | +$23.9K | 0.13% | 133 |
|
|
2025
Q1 | $310K | Hold |
6,725
| – | – | 0.14% | 129 |
|
|
2024
Q4 | $253K | Hold |
6,725
| – | – | 0.11% | 157 |
|
|
2024
Q3 | $273K | Sell |
6,725
-200
| -3% | -$8.11K | 0.12% | 154 |
|
|
2024
Q2 | $240K | Buy |
6,925
+10
| +0.1% | +$346 | 0.11% | 160 |
|
|
2024
Q1 | $260K | Sell |
6,915
-650
| -9% | -$24.4K | 0.12% | 159 |
|
|
2023
Q4 | $272K | Sell |
7,565
-210
| -3% | -$7.54K | 0.13% | 150 |
|
|
2023
Q3 | $294K | Sell |
7,775
-300
| -4% | -$11.3K | 0.16% | 130 |
|
|
2023
Q2 | $329K | Hold |
8,075
| – | – | 0.17% | 128 |
|
|
2023
Q1 | $338K | Buy |
8,075
+60
| +0.7% | +$2.51K | 0.18% | 124 |
|
|
2022
Q4 | $346K | Hold |
8,015
| – | – | 0.2% | 118 |
|
|
2022
Q3 | $300K | Buy |
8,015
+500
| +7% | +$18.7K | 0.19% | 119 |
|
|
2022
Q2 | $341K | Hold |
7,515
| – | – | 0.18% | 126 |
|
|
2022
Q1 | $358K | Sell |
7,515
-2,685
| -26% | -$128K | 0.17% | 135 |
|
|
2021
Q4 | $420K | Buy |
10,200
+526
| +5% | +$21.7K | 0.18% | 132 |
|
|
2021
Q3 | $334K | Sell |
9,674
-561
| -5% | -$19.4K | 0.16% | 141 |
|
|
2021
Q2 | $323K | Hold |
10,235
| – | – | 0.15% | 148 |
|
|
2021
Q1 | $319K | Sell |
10,235
-42
| -0.4% | -$1.31K | 0.16% | 148 |
|
|
2020
Q4 | $309K | Sell |
10,277
-1,577
| -13% | -$47.4K | 0.16% | 142 |
|
|
2020
Q3 | $302K | Sell |
11,854
-631
| -5% | -$16.1K | 0.19% | 128 |
|
|
2020
Q2 | $323K | Sell |
12,485
-2,103
| -14% | -$54.4K | 0.22% | 118 |
|
|
2020
Q1 | $383K | Buy |
14,588
+631
| +5% | +$16.6K | 0.33% | 77 |
|
|
2019
Q4 | $454K | Sell |
13,957
-729
| -5% | -$23.7K | 0.31% | 86 |
|
|
2019
Q3 | $506K | Sell |
14,686
-491
| -3% | -$16.9K | 0.37% | 71 |
|
|
2019
Q2 | $519K | Hold |
15,177
| – | – | 0.38% | 74 |
|
|
2019
Q1 | $543K | Buy |
15,177
+2,559
| +20% | +$91.6K | 0.41% | 66 |
|
|
2018
Q4 | $406K | Buy |
12,618
+3,610
| +40% | +$116K | 0.36% | 76 |
|
|
2018
Q3 | $281K | Hold |
9,008
| – | – | 0.21% | 133 |
|
|
2018
Q2 | $274K | Buy |
9,008
+911
| +11% | +$27.7K | 0.22% | 133 |
|
|
2018
Q1 | $225K | Buy |
+8,097
| New | +$225K | 0.18% | 152 |
|