Whittier Trust’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 | $176K | Buy |
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|
2025
Q2 | $105K | Sell |
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|
2025
Q1 | $118K | Hold |
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|
2024
Q4 | $96.1K | Sell |
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|
2024
Q3 | $169K | Hold |
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|
2024
Q2 | $144K | Hold |
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|
2024
Q1 | $157K | Buy |
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|
2023
Q4 | $112K | Sell |
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|
2023
Q3 | $123K | Sell |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $157K | Sell |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $390K | Sell |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $313K | Hold |
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|
2021
Q1 | $309K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $261K | Hold |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $322K | Hold |
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|
2019
Q3 | $342K | Hold |
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|
2019
Q2 | $339K | Sell |
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|
2019
Q1 | $356K | Buy |
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|
2018
Q4 | $319K | Hold |
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|
2018
Q3 | $309K | Hold |
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|
2018
Q2 | $302K | Sell |
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|
2018
Q1 | $280K | Hold |
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|
2017
Q4 | $283K | Hold |
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|
2017
Q3 | $270K | Hold |
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|
2017
Q2 | $259K | Hold |
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|
2017
Q1 | $258K | Hold |
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|
2016
Q4 | $255K | Hold |
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|
2016
Q3 | $239K | Hold |
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|
2016
Q2 | $261K | Sell |
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|
2016
Q1 | $260K | Buy |
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|
2015
Q4 | $199K | Sell |
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|
2015
Q3 | $239K | Hold |
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|
2015
Q2 | $253K | Buy |
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|
2015
Q1 | $267K | Buy |
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|
2014
Q4 | $283K | Sell |
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|
2014
Q3 | $271K | Hold |
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|
2014
Q2 | $290K | Hold |
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|
2014
Q1 | $267K | Hold |
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|
2013
Q4 | $218K | Sell |
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|
2013
Q3 | $309K | Hold |
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|
2013
Q2 | $322K | Buy |
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