West Oak Capital, LLC Ishares Morningstar Small Cap Transaction History

West Oak Capital, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 21, 2023	BUY	$35.89 - $41.91 $24,764 - $28,917	690 Added 26.74%	3,270 $127,000
Q4 2022 Jan 05, 2023	SELL	$34.27 - $38.77 $23,646 - $26,751	-690 Reduced 21.1%	2,580 $93,000
Q2 2021 Jul 20, 2021	BUY	$47.38 - $52.6 $129,110 - $143,335	2,725 Added 500.0%	3,270 $169,000
Q4 2020 Jan 08, 2021	BUY	$40.02 - $52.33 $21,810 - $28,519	545 New	545 $165,000

131

7.21M

Get notified when there are updates to the investment portfolio of West Oak Capital, LLC, based on Form 13F filings with the SEC.

Stay updated on West Oak Capital, LLC with notifications on news.