West Oak Capital’s Exelon EXC Stock Holding History

West Oak Capital’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7	Hold	16	–	–	﹤0.01%	279
2025 Q1	$7	Hold	16	–	–	﹤0.01%	283
2024 Q4	$6K	Hold	16	–	–	﹤0.01%	287
2024 Q3	$6	Hold	16	–	–	﹤0.01%	288
2024 Q2	$554	Hold	16	–	–	﹤0.01%	305
2024 Q1	$1K	Hold	16	–	–	﹤0.01%	287
2023 Q4	$1K	Hold	16	–	–	﹤0.01%	290
2023 Q3	$1K	Hold	16	–	–	﹤0.01%	288
2023 Q2	$652	Hold	16	–	–	﹤0.01%	302
2023 Q1	$670	Buy	+16	New	+$670	﹤0.01%	302
2022 Q4	–	Sell	-16	Closed	-$1K	–	295
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	309
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	307
2022 Q1	$1K	Sell	16 -6	-27%	-$375	﹤0.01%	333
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	336
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	341
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	330
2021 Q1	$1K	Hold	22	–	–	﹤0.01%	320
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	299
2020 Q3	$1K	Hold	22	–	–	﹤0.01%	275
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	278
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	265
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	272
2019 Q3	$1K	Hold	22	–	–	﹤0.01%	284
2019 Q2	$1K	Hold	22	–	–	﹤0.01%	307
2019 Q1	$1K	Hold	22	–	–	﹤0.01%	304
2018 Q4	$722	Hold	22	–	–	﹤0.01%	325
2018 Q3	$699	Hold	22	–	–	﹤0.01%	351
2018 Q2	$682	Hold	22	–	–	﹤0.01%	319
2018 Q1	$624	Hold	22	–	–	﹤0.01%	333
2017 Q4	$631	Hold	22	–	–	﹤0.01%	290
2017 Q3	$603	Hold	22	–	–	﹤0.01%	327
2017 Q2	$577	Hold	22	–	–	﹤0.01%	344
2017 Q1	$576	Hold	22	–	–	﹤0.01%	365
2016 Q4	$568	Hold	22	–	–	﹤0.01%	335
2016 Q3	$533	Hold	22	–	–	﹤0.01%	369
2016 Q2	$582	Hold	22	–	–	﹤0.01%	327
2016 Q1	$574	Hold	22	–	–	﹤0.01%	264
2015 Q4	$444	Hold	22	–	–	﹤0.01%	273
2015 Q3	$475	Hold	22	–	–	﹤0.01%	282
2015 Q2	$503	Hold	22	–	–	﹤0.01%	296
2015 Q1	$538	Hold	22	–	–	﹤0.01%	296
2014 Q4	$593	Hold	22	–	–	﹤0.01%	305
2014 Q3	$545	Hold	22	–	–	﹤0.01%	294
2014 Q2	$584	Hold	22	–	–	﹤0.01%	287
2014 Q1	$537	Hold	22	–	–	﹤0.01%	281
2013 Q4	$438	Hold	22	–	–	﹤0.01%	284
2013 Q3	$474	Hold	22	–	–	﹤0.01%	285
2013 Q2	$494	Buy	+22	New	+$494	﹤0.01%	282