WealthTrust Axiom’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.33M | Buy |
47,550
+127
| +0.3% | +$5.91K | 0.57% | 45 |
|
|
2025
Q4 | $2.07M | Sell |
47,423
-101
| -0.2% | -$4.61K | 0.53% | 42 |
|
|
2025
Q3 | $2.14M | Sell |
47,524
-97
| -0.2% | -$4.26K | 0.57% | 41 |
|
|
2025
Q2 | $2.07M | Sell |
47,621
-696
| -1% | -$31K | 0.61% | 34 |
|
|
2025
Q1 | $2.23M | Buy |
48,317
+663
| +1% | +$27.7K | 0.68% | 34 |
|
|
2024
Q4 | $1.79M | Buy |
47,654
+1,009
| +2% | +$39.1K | 0.53% | 40 |
|
|
2024
Q3 | $1.89M | Sell |
46,645
-2,052
| -4% | -$77.2K | 0.56% | 42 |
|
|
2024
Q2 | $1.69M | Sell |
48,697
-391
| -0.8% | -$14.4K | 0.56% | 41 |
|
|
2024
Q1 | $1.84M | Sell |
49,088
-1,861
| -4% | -$66.5K | 0.59% | 38 |
|
|
2023
Q4 | $1.83M | Buy |
50,949
+1,345
| +3% | +$51.8K | 0.61% | 39 |
|
|
2023
Q3 | $1.87M | Sell |
49,604
-2,243
| -4% | -$91.4K | 0.67% | 34 |
|
|
2023
Q2 | $2.11M | Buy |
51,847
+7
| +0% | +$289 | 0.7% | 33 |
|
|
2023
Q1 | $2.17M | Buy |
51,840
+959
| +2% | +$40K | 0.74% | 32 |
|
|
2022
Q4 | $2.2M | Buy |
50,881
+12
| +0% | +$474 | 0.77% | 31 |
|
|
2022
Q3 | $1.91M | Buy |
50,869
+3,806
| +8% | +$168K | 0.73% | 34 |
|
|
2022
Q2 | $2.13M | Buy |
47,063
+5
| +0% | +$235 | 0.76% | 36 |
|
|
2022
Q1 | $2.24M | Sell |
47,058
-19,680
| -29% | -$834K | 0.7% | 40 |
|
|
2021
Q4 | $2.75M | Sell |
66,738
-622
| -0.9% | -$23.4K | 0.88% | 33 |
|
|
2021
Q3 | $2.32M | Sell |
67,360
-2,659
| -4% | -$90.9K | 0.79% | 34 |
|
|
2021
Q2 | $2.21M | Sell |
70,019
-352
| -0.5% | -$11.3K | 0.71% | 40 |
|
|
2021
Q1 | $2.19M | Sell |
70,371
-3,359
| -5% | -$101K | 0.74% | 35 |
|
|
2020
Q4 | $2.22M | Sell |
73,730
-1,149
| -2% | -$33.9K | 0.81% | 32 |
|
|
2020
Q3 | $1.91M | Buy |
74,879
+1,522
| +2% | +$40.4K | 0.82% | 32 |
|
|
2020
Q2 | $1.9M | Buy |
73,357
+3,131
| +4% | +$83.1K | 0.84% | 34 |
|
|
2020
Q1 | $1.84M | Sell |
70,226
-317
| -0.4% | -$9.97K | 0.9% | 33 |
|
|
2019
Q4 | $2.29M | Sell |
70,543
-952
| -1% | -$30.8K | 0.77% | 39 |
|
|
2019
Q3 | $2.46M | Sell |
71,495
-681
| -0.9% | -$22.9K | 0.87% | 36 |
|
|
2019
Q2 | $2.47M | Sell |
72,176
-5,681
| -7% | -$201K | 0.86% | 35 |
|
|
2019
Q1 | $2.78M | Sell |
77,857
-2,507
| -3% | -$85.4K | 0.99% | 30 |
|
|
2018
Q4 | $2.58M | Sell |
80,364
-686
| -0.8% | -$21.9K | 1.06% | 28 |
|
|
2018
Q3 | $2.52M | Sell |
81,050
-5,671
| -7% | -$175K | 0.85% | 36 |
|
|
2018
Q2 | $2.63M | Sell |
86,721
-8,323
| -9% | -$238K | 0.93% | 32 |
|
|
2018
Q1 | $2.64M | Buy |
95,044
+1,695
| +2% | +$45.8K | 0.96% | 30 |
|
|
2017
Q4 | $2.62M | Buy |
93,349
+64
| +0.1% | +$1.84K | 0.98% | 32 |
|
|
2017
Q3 | $2.51M | Sell |
93,285
-25,031
| -21% | -$669K | 0.95% | 32 |
|
|
2017
Q2 | $3.04M | Sell |
118,316
-12,412
| -9% | -$316K | 1.14% | 25 |
|
|
2017
Q1 | $3.35M | Sell |
130,728
-8,286
| -6% | -$211K | 1.23% | 22 |
|
|
2016
Q4 | $3.52M | Sell |
139,014
-16,105
| -10% | -$382K | 1.28% | 25 |
|
|
2016
Q3 | $3.68M | Sell |
155,119
-2,992
| -2% | -$75.2K | 1.38% | 20 |
|
|
2016
Q2 | $4.1M | Sell |
158,111
-4,294
| -3% | -$106K | 1.58% | 16 |
|
|
2016
Q1 | $4.15M | Sell |
162,405
-1,451
| -0.9% | -$32.5K | 1.64% | 17 |
|
|
2015
Q4 | $3.25M | Sell |
163,856
-13,870
| -8% | -$281K | 1.29% | 20 |
|
|
2015
Q3 | $3.76M | Sell |
177,726
-533
| -0.3% | -$12K | 1.57% | 18 |
|
|
2015
Q2 | $3.99M | Sell |
178,259
-12,221
| -6% | -$293K | 1.48% | 17 |
|
|
2015
Q1 | $4.57M | Sell |
190,480
-4,432
| -2% | -$110K | 1.63% | 16 |
|
|
2014
Q4 | $5.16M | Sell |
194,912
-4,252
| -2% | -$109K | 1.83% | 13 |
|
|
2014
Q3 | $4.84M | Sell |
199,164
-4,601
| -2% | -$108K | 1.72% | 14 |
|
|
2014
Q2 | $5.3M | Sell |
203,765
-22,486
| -10% | -$573K | 1.79% | 14 |
|
|
2014
Q1 | $5.42M | Buy |
226,251
+13,450
| +6% | +$283K | 1.95% | 11 |
|
|
2013
Q4 | $4.16M | Sell |
212,801
-98,694
| -32% | -$1.99M | 1.6% | 21 |
|
|
2013
Q3 | $6.58M | Buy |
311,495
+1,500
| +0.5% | +$32.8K | 2.71% | 5 |
|
|
2013
Q2 | $6.83M | Buy |
+309,995
| New | +$7.52M | 2.93% | 5 |
|
Other funds holding EXC
VCM
VPM
