Univest Financial’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 | $218K | Hold |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $424K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $284K | Hold |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $316K | Sell |
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|
2022
Q1 | $335K | Sell |
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|
2021
Q4 | $403K | Hold |
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $294K | Hold |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $253K | Sell |
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|
2020
Q1 | $260K | Sell |
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|
2019
Q4 | $346K | Buy |
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|
2019
Q3 | $385K | Hold |
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|
2019
Q2 | $382K | Sell |
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|
2019
Q1 | $429K | Buy |
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|
2018
Q4 | $367K | Hold |
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|
2018
Q3 | $355K | Hold |
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|
2018
Q2 | $347K | Sell |
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|
2018
Q1 | $327K | Sell |
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|
2017
Q4 | $348K | Hold |
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|
2017
Q3 | $333K | Hold |
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|
2017
Q2 | $319K | Sell |
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|
2017
Q1 | $338K | Sell |
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|
2016
Q4 | $346K | Sell |
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|
2016
Q3 | $332K | Buy |
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|
2016
Q2 | $357K | Sell |
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|
2016
Q1 | $357K | Buy |
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|
2015
Q4 | $213K | Sell |
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|
2015
Q3 | $434K | Buy |
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|
2015
Q2 | $344K | Buy |
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|
2015
Q1 | $361K | Sell |
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|
2014
Q4 | $410K | Sell |
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|
2014
Q3 | $396K | Sell |
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|
2014
Q2 | $477K | Buy |
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|
2014
Q1 | $434K | Buy |
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|
2013
Q4 | $299K | Buy |
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|
2013
Q3 | $286K | Buy |
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|
2013
Q2 | $230K | Buy |
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