West Oak Capital, LLC Purchases and Sells in Q2 2025

West Oak Capital, LLC

$2.55 Billion
Q2 2025

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	154K + 175.01%	$50.36 - $50.68 $7.74M - $7.79M	242K $122M
DFA International Core Equities	48.6K + 16.52%	N/A	343K $118M
CLSK	6.54K + 3422.51%	$6.74 - $11.03 $44.1K - $72.1K	6.73K $21.1M
ORCL	245 + 0.95%	$122.82 - $218.63 $30.1K - $53.6K	25.9K $56.7M
DFA US Small Cap ETF	28.7K + 50.63%	N/A	85.5K $54.4M
MSFT	188 + 1.48%	$354.56 - $497.45 $66.7K - $93.5K	12.9K $64.1M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
Jacobs Solutions Inc	9.91K New	N/A	9.91K $13M
Equinix Inc New	378 New	N/A	378 $3.01M
CW	100 New	$283.18 - $488.55 $28.3K - $48.9K	100 $489K
DINO	925 New	$25.91 - $41.85 $24K - $38.7K	925 $380K
PPLT	270 New	N/A	270 $332K
Newsmax	2K New	N/A	2K $303K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
Jefferies Group Inc New	-728K - 77.9%	N/A	207K $113M
Vitesse Energy Inc	-95.9K - 85.52%	N/A	16.2K $3.59M
Fidelity Natl Finl Inc	-28.7K - 81.53%	N/A	6.5K $3.64M
NEE	-16.2K - 27.29%	$64.11 - $75.0 $1.04M - $1.21M	43.1K $29.9M
SPB	-5.09K - 17.6%	$51.73 - $71.41 $263K - $364K	23.8K $12.6M
FIS	-10.3K - 70.55%	$68.14 - $82.13 $702K - $846K	4.3K $3.5M

Activity Summary All Purchases 82 New Holdings 15 Increased Positions 67 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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