West Oak Capital, LLC Ishares Tr Exponential Technol Transaction History

West Oak Capital, LLC

$2.83 Billion
Q4 2024

A detailed history of West Oak Capital, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, West Oak Capital, LLC holds 300 shares of XT stock, worth $18,747. This represents 0.01% of its overall portfolio holdings.

Number of Shares

300

Previous 1,081 72.25%

Holding current value

$18,747

Previous $179,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$58.7 - $62.72 $45,844 - $48,984	-781 Reduced 72.25%	300 $179,000
Q4 2024 Jan 10, 2025	BUY	$58.7 - $62.72 $45,844 - $48,984	781 Added 260.33%	1,081 $179,000
Q1 2022 Apr 20, 2022	SELL	$53.33 - $66.42 $18,665 - $23,247	-350 Reduced 53.85%	300 $18,000
Q1 2019 Apr 03, 2019	BUY	$32.41 - $38.63 $3,240 - $3,863	100 Added 18.18%	650 $25,000
Q3 2018 Oct 04, 2018	SELL	$36.19 - $39.12 $75,999 - $82,152	-2,100 Reduced 79.25%	550 $21.3 Million
Q2 2018 Jul 06, 2018	BUY	$35.54 - $37.89 $14,216 - $15,156	400 Added 17.78%	2,650 $96 Million
Q1 2018 Apr 05, 2018	BUY	$34.84 - $38.52 $78,390 - $86,670	2,250 New	2,250 $81.9 Million
Q4 2017 Jan 05, 2018	SELL	$34.53 - $35.64 $10,359 - $10,692	-300 Closed	0 $0
Q3 2017 Oct 10, 2017	BUY	$33.84 - $34.33 $10,152 - $10,299	300	300 $10.3 Million

Others Institutions Holding XT

# of Institutions

253

Shares Held

43.7M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

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West Oak Capital, LLC Ishares Tr Exponential Technol Transaction History