WhitTier Trust Company’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Hold |
748
| – | – | ﹤0.01% | 884 |
|
|
2025
Q1 | $34.5K | Sell |
748
-551
| -42% | -$25.4K | ﹤0.01% | 850 |
|
|
2024
Q4 | $48.9K | Sell |
1,299
-949
| -42% | -$35.7K | ﹤0.01% | 760 |
|
|
2024
Q3 | $91.1K | Hold |
2,248
| – | – | ﹤0.01% | 612 |
|
|
2024
Q2 | $77.8K | Hold |
2,248
| – | – | ﹤0.01% | 607 |
|
|
2024
Q1 | $84.4K | Hold |
2,248
| – | – | ﹤0.01% | 585 |
|
|
2023
Q4 | $80.7K | Buy |
2,248
+13
| +0.6% | +$467 | ﹤0.01% | 597 |
|
|
2023
Q3 | $84.5K | Hold |
2,235
| – | – | ﹤0.01% | 571 |
|
|
2023
Q2 | $91K | Buy |
2,235
+9
| +0.4% | +$367 | ﹤0.01% | 578 |
|
|
2023
Q1 | $93.2K | Sell |
2,226
-77
| -3% | -$3.23K | ﹤0.01% | 568 |
|
|
2022
Q4 | $99.5K | Sell |
2,303
-889
| -28% | -$38.4K | ﹤0.01% | 564 |
|
|
2022
Q3 | $120K | Buy |
3,192
+1,951
| +157% | +$73.3K | 0.01% | 527 |
|
|
2022
Q2 | $56K | Sell |
1,241
-41
| -3% | -$1.85K | ﹤0.01% | 654 |
|
|
2022
Q1 | $61K | Sell |
1,282
-428
| -25% | -$20.4K | ﹤0.01% | 636 |
|
|
2021
Q4 | $70K | Buy |
1,710
+433
| +34% | +$17.7K | ﹤0.01% | 622 |
|
|
2021
Q3 | $44K | Buy |
1,277
+228
| +22% | +$7.86K | ﹤0.01% | 695 |
|
|
2021
Q2 | $33K | Sell |
1,049
-185
| -15% | -$5.82K | ﹤0.01% | 727 |
|
|
2021
Q1 | $38K | Hold |
1,234
| – | – | ﹤0.01% | 681 |
|
|
2020
Q4 | $37K | Hold |
1,234
| – | – | ﹤0.01% | 667 |
|
|
2020
Q3 | $31K | Hold |
1,234
| – | – | ﹤0.01% | 674 |
|
|
2020
Q2 | $32K | Sell |
1,234
-168
| -12% | -$4.36K | ﹤0.01% | 650 |
|
|
2020
Q1 | $37K | Hold |
1,402
| – | – | ﹤0.01% | 599 |
|
|
2019
Q4 | $46K | Hold |
1,402
| – | – | ﹤0.01% | 612 |
|
|
2019
Q3 | $48K | Hold |
1,402
| – | – | ﹤0.01% | 599 |
|
|
2019
Q2 | $48K | Hold |
1,402
| – | – | ﹤0.01% | 592 |
|
|
2019
Q1 | $50K | Hold |
1,402
| – | – | ﹤0.01% | 586 |
|
|
2018
Q4 | $45K | Buy |
1,402
+168
| +14% | +$5.39K | ﹤0.01% | 592 |
|
|
2018
Q3 | $38K | Hold |
1,234
| – | – | ﹤0.01% | 652 |
|
|
2018
Q2 | $37K | Hold |
1,234
| – | – | ﹤0.01% | 657 |
|
|
2018
Q1 | $34K | Sell |
1,234
-297
| -19% | -$8.18K | ﹤0.01% | 679 |
|
|
2017
Q4 | $43K | Hold |
1,531
| – | – | ﹤0.01% | 594 |
|
|
2017
Q3 | $41K | Sell |
1,531
-210
| -12% | -$5.62K | ﹤0.01% | 573 |
|
|
2017
Q2 | $45K | Hold |
1,741
| – | – | ﹤0.01% | 549 |
|
|
2017
Q1 | $45K | Hold |
1,741
| – | – | ﹤0.01% | 544 |
|
|
2016
Q4 | $44K | Sell |
1,741
-288
| -14% | -$7.28K | ﹤0.01% | 554 |
|
|
2016
Q3 | $48K | Sell |
2,029
-322
| -14% | -$7.62K | 0.01% | 531 |
|
|
2016
Q2 | $61K | Hold |
2,351
| – | – | 0.01% | 492 |
|
|
2016
Q1 | $60K | Hold |
2,351
| – | – | 0.01% | 498 |
|
|
2015
Q4 | $47K | Buy |
2,351
+457
| +24% | +$9.14K | 0.01% | 526 |
|
|
2015
Q3 | $40K | Hold |
1,894
| – | – | ﹤0.01% | 555 |
|
|
2015
Q2 | $42K | Hold |
1,894
| – | – | ﹤0.01% | 572 |
|
|
2015
Q1 | $45K | Hold |
1,894
| – | – | 0.01% | 557 |
|
|
2014
Q4 | $50K | Hold |
1,894
| – | – | 0.01% | 530 |
|
|
2014
Q3 | $46K | Sell |
1,894
-1,052
| -36% | -$25.6K | 0.01% | 549 |
|
|
2014
Q2 | $77K | Sell |
2,946
-2,523
| -46% | -$65.9K | 0.01% | 480 |
|
|
2014
Q1 | $131K | Sell |
5,469
-1,683
| -24% | -$40.3K | 0.02% | 398 |
|
|
2013
Q4 | $140K | Sell |
7,152
-5,538
| -44% | -$108K | 0.02% | 381 |
|
|
2013
Q3 | $269K | Sell |
12,690
-1,402
| -10% | -$29.7K | 0.04% | 284 |
|
|
2013
Q2 | $311K | Buy |
+14,092
| New | +$311K | 0.04% | 259 |
|