Grant/GrossMendelsohn, LLC
- SEC CIK
- 0001810677
- Latest filing
- May 1, 2025
EXC holding history
Exelon Corp in every 13F filed by Grant/GrossMendelsohn, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EXC overviewAll 13F holders of EXCFull Q1 2025 holdings
- Shares (Q1 2025)
- 7,470
- Value
- $347.2K
- % of portfolio
- 0.2%
- Quarters held
- 16
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 7,470 | $347.2K | 0.2% | −210−2.7% | Reduced | Holders |
| Q4 2024 | 7,680 | $289.1K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2024 | 7,680 | $311.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 7,680 | $265.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 7,680 | $290.8K | 0.1% | +725+10.4% | Added | Holders |
| Q4 2023 | 6,955 | $243.5K | 0.1% | +1,407+25.4% | Added | Holders |
| Q3 2023 | 5,548 | $209.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 5,548 | $231.4K | 0.1% | +5,548 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −5,548−100.0% | Sold out | Holders |
| Q4 2022 | 5,548 | $242.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 5,548 | $209.0K | 0.1% | +10.0% | Added | Holders |
| Q2 2022 | 5,547 | $245.0K | 0.1% | +102+1.9% | Added | Holders |
| Q1 2022 | 5,445 | $269.0K | 0.1% | −20−0.4% | Reduced | Holders |
| Q4 2021 | 5,465 | $303.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2021 | 5,465 | $281.0K | 0.2% | +274+5.3% | Added | Holders |
| Q2 2021 | 5,191 | $238.0K | 0.2% | +75+1.5% | Added | Holders |
| Q1 2021 | 5,116 | $229.0K | 0.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.