West Oak Capital, LLC Purchases and Sells in Q3 2025

West Oak Capital, LLC

  • $2.52 Billion
  • Q3 2025

Top Buys

Incresed Positions

29 operations
Stock Shares change Price Range Shares Held Trade History
DFA US Small Cap ETF
8.1K
+ 9.47%
N/A
93.6K $64M
DFA International Core Equities
4.77K
+ 1.39%
N/A
347K $126M
600
+ 3.04%
$282.78 - $316.06 $170K - $190K
20.4K $64.2M
12.1K
+ 22.89%
$24.02 - $27.91 $291K - $338K
65K $18.1M
3.66K
+ 29.31%
$76.33 - $82.51 $279K - $302K
16.1K $13.3M
Target Corporation
5.28K
+ 42.07%
N/A
17.8K $16M
View all

New Holdings

15 operations
Stock Shares change Price Range Shares Held Trade History
New Era Energy & Digital Inc. COM U
56.8K
New
N/A
56.8K $1.04M
1.1K
New
$23.26 - $27.31 $25.5K - $30K
1.1K $282K
500
New
$45.83 - $58.26 $22.9K - $29.1K
500 $268K
Figma Inc
300
New
N/A
300 $156K
NET Power Inc
2.5K
New
N/A
2.5K $75K
Paramount Skydance Corp Cl B
350
New
N/A
350 $66K
View all

Top Sells

Reduced Positions

116 operations
Stock Shares change Price Range Shares Held Trade History
-135K
- 55.75%
$50.47 - $50.74 $6.8M - $6.83M
107K $54.2M
-14.2K
- 79.14%
$155.17 - $185.42 $2.21M - $2.64M
3.75K $6.95M
-536
- 10.56%
$915.95 - $994.57 $491K - $533K
4.54K $42M
-44.3K
- 19.76%
$24.46 - $26.5 $1.08M - $1.17M
180K $47.3M
-19.1K
- 30.03%
$26.38 - $27.95 $503K - $532K
44.4K $12.1M
-657
- 4.19%
$288.69 - $310.94 $190K - $204K
15K $44.1M
View all
Activity Summary
Buys All Purchases 44 New Holdings 15 Increased Positions 29 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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