Trust Company of Vermont’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
3,485
| – | – | 0.01% | 380 |
|
|
2025
Q1 | $161K | Hold |
3,485
| – | – | 0.01% | 365 |
|
|
2024
Q4 | $131K | Buy |
3,485
+600
| +21% | +$22.6K | 0.01% | 390 |
|
|
2024
Q3 | $117K | Sell |
2,885
-250
| -8% | -$10.1K | 0.01% | 387 |
|
|
2024
Q2 | $109K | Hold |
3,135
| – | – | 0.01% | 382 |
|
|
2024
Q1 | $118K | Buy |
3,135
+891
| +40% | +$33.5K | 0.01% | 366 |
|
|
2023
Q4 | $80.6K | Buy |
2,244
+159
| +8% | +$5.71K | 0.01% | 378 |
|
|
2023
Q3 | $78.8K | Hold |
2,085
| – | – | 0.01% | 393 |
|
|
2023
Q2 | $84.9K | Hold |
2,085
| – | – | 0.01% | 410 |
|
|
2023
Q1 | $87.3K | Buy |
2,085
+285
| +16% | +$11.9K | 0.01% | 415 |
|
|
2022
Q4 | $77.8K | Sell |
1,800
-250
| -12% | -$10.8K | 0.01% | 420 |
|
|
2022
Q3 | $76K | Sell |
2,050
-3
| -0.1% | -$111 | 0.01% | 422 |
|
|
2022
Q2 | $93K | Buy |
+2,053
| New | +$93K | 0.01% | 401 |
|
|
2022
Q1 | – | Sell |
-2,594
| Closed | -$107K | – | 448 |
|
|
2021
Q4 | $107K | Buy |
+2,594
| New | +$107K | 0.01% | 387 |
|
|
2021
Q3 | – | Sell |
-2,524
| Closed | -$80K | – | 436 |
|
|
2021
Q2 | $80K | Sell |
2,524
-409
| -14% | -$13K | 0.01% | 431 |
|
|
2021
Q1 | $92K | Sell |
2,933
-585
| -17% | -$18.4K | 0.01% | 398 |
|
|
2020
Q4 | $106K | Sell |
3,518
-1,999
| -36% | -$60.2K | 0.01% | 364 |
|
|
2020
Q3 | $141K | Sell |
5,517
-2,064
| -27% | -$52.8K | 0.01% | 317 |
|
|
2020
Q2 | $197K | Sell |
7,581
-466
| -6% | -$12.1K | 0.02% | 274 |
|
|
2020
Q1 | $211K | Sell |
8,047
-71
| -0.9% | -$1.86K | 0.02% | 271 |
|
|
2019
Q4 | $264K | Sell |
8,118
-140
| -2% | -$4.55K | 0.02% | 280 |
|
|
2019
Q3 | $285K | Buy |
8,258
+23
| +0.3% | +$794 | 0.02% | 274 |
|
|
2019
Q2 | $281K | Buy |
8,235
+262
| +3% | +$8.94K | 0.02% | 274 |
|
|
2019
Q1 | $285K | Sell |
7,973
-593
| -7% | -$21.2K | 0.02% | 264 |
|
|
2018
Q4 | $276K | Sell |
8,566
-323
| -4% | -$10.4K | 0.03% | 262 |
|
|
2018
Q3 | $277K | Buy |
8,889
+10
| +0.1% | +$312 | 0.02% | 277 |
|
|
2018
Q2 | $270K | Buy |
8,879
+1,646
| +23% | +$50.1K | 0.02% | 282 |
|
|
2018
Q1 | $201K | Buy |
7,233
+140
| +2% | +$3.89K | 0.02% | 310 |
|
|
2017
Q4 | $199K | Sell |
7,093
-2,202
| -24% | -$61.8K | 0.02% | 325 |
|
|
2017
Q3 | $250K | Sell |
9,295
-2,531
| -21% | -$68.1K | 0.02% | 296 |
|
|
2017
Q2 | $304K | Buy |
11,826
+5,357
| +83% | +$138K | 0.03% | 272 |
|
|
2017
Q1 | $166K | Sell |
6,469
-172
| -3% | -$4.41K | 0.02% | 336 |
|
|
2016
Q4 | $168K | Buy |
6,641
+406
| +7% | +$10.3K | 0.02% | 330 |
|
|
2016
Q3 | $148K | Buy |
6,235
+645
| +12% | +$15.3K | 0.02% | 303 |
|
|
2016
Q2 | $145K | Sell |
5,590
-322
| -5% | -$8.35K | 0.02% | 282 |
|
|
2016
Q1 | $152K | Sell |
5,912
-990
| -14% | -$25.5K | 0.02% | 274 |
|
|
2015
Q4 | $137K | Buy |
6,902
+1,448
| +27% | +$28.7K | 0.02% | 279 |
|
|
2015
Q3 | $115K | Sell |
5,454
-2,397
| -31% | -$50.5K | 0.02% | 290 |
|
|
2015
Q2 | $176K | Sell |
7,851
-11,477
| -59% | -$257K | 0.03% | 247 |
|
|
2015
Q1 | $464K | Sell |
19,328
-412
| -2% | -$9.89K | 0.07% | 176 |
|
|
2014
Q4 | $522K | Buy |
19,740
+376
| +2% | +$9.94K | 0.08% | 172 |
|
|
2014
Q3 | $471K | Buy |
19,364
+315
| +2% | +$7.66K | 0.07% | 173 |
|
|
2014
Q2 | $496K | Sell |
19,049
-5,214
| -21% | -$136K | 0.08% | 173 |
|
|
2014
Q1 | $581K | Sell |
24,263
-1,758
| -7% | -$42.1K | 0.1% | 159 |
|
|
2013
Q4 | $508K | Sell |
26,021
-1,259
| -5% | -$24.6K | 0.09% | 164 |
|
|
2013
Q3 | $577K | Sell |
27,280
-2,054
| -7% | -$43.4K | 0.11% | 149 |
|
|
2013
Q2 | $647K | Buy |
+29,334
| New | +$647K | 0.13% | 134 |
|