Vaughan David Investments’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39M | Sell |
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|
2025
Q1 | $41.9M | Sell |
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|
2024
Q4 | $34.4M | Sell |
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|
2024
Q3 | $37.6M | Buy |
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|
2024
Q2 | $32M | Buy |
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|
2024
Q1 | $34.2M | Buy |
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|
2023
Q4 | $32.4M | Buy |
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|
2023
Q3 | $32.8M | Buy |
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|
2023
Q2 | $32.9M | Buy |
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|
2023
Q1 | $33M | Buy |
|
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|
2022
Q4 | $33.7M | Buy |
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|
2022
Q3 | $28.5M | Buy |
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|
2022
Q2 | $33.9M | Buy |
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|
2022
Q1 | $34.4M | Sell |
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|
2021
Q4 | $40.4M | Buy |
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|
2021
Q3 | $33.4M | Buy |
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|
2021
Q2 | $30.2M | Buy |
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|
2021
Q1 | $28.8M | Buy |
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|
2020
Q4 | $26.6M | Buy |
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|
2020
Q3 | $21.3M | Buy |
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|
2020
Q2 | $20.3M | Buy |
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|
2020
Q1 | $19.5M | Buy |
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|
2019
Q4 | $19.5M | Buy |
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|
2019
Q3 | $6.75M | Buy |
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|
2019
Q2 | $299K | Sell |
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|
2019
Q1 | $378K | Buy |
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|
2018
Q4 | $336K | Buy |
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|
2018
Q3 | $292K | Sell |
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|
2018
Q2 | $287K | Hold |
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|
2018
Q1 | $263K | Sell |
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|
2017
Q4 | $267K | Sell |
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|
2017
Q3 | $265K | Sell |
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|
2017
Q2 | $257K | Sell |
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|
2017
Q1 | $285K | Sell |
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|
2016
Q4 | $283K | Buy |
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|
2016
Q3 | $259K | Buy |
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|
2016
Q2 | $280K | Sell |
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|
2016
Q1 | $283K | Sell |
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|
2015
Q4 | $233K | Sell |
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|
2015
Q3 | $278K | Sell |
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|
2015
Q2 | $299K | Sell |
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|
2015
Q1 | $821K | Sell |
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|
2014
Q4 | $9.11M | Buy |
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|
2014
Q3 | $8.27M | Buy |
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|
2014
Q2 | $8.4M | Buy |
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|
2014
Q1 | $7.71M | Buy |
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|
2013
Q4 | $6.21M | Sell |
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|
2013
Q3 | $6.79M | Buy |
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|
2013
Q2 | $6.79M | Buy |
|