West Oak Capital, LLC Purchases and Sells in Q1 2025

West Oak Capital, LLC

  • $2.59 Billion
  • Q1 2025

Top Buys

Incresed Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
45.8K
+ 108.77%
$50.39 - $50.66 $2.31M - $2.32M
87.8K $44.5M
5.93K
+ 118540.0%
$201.63 - $347.44 $1.2M - $2.06M
5.93K $12M
5
+ 0.03%
$142.06 - $167.7 $710 - $839
16K $26.6M
135
+ 0.72%
$97.14 - $115.57 $13.1K - $15.6K
18.9K $21.1M
357
+ 16.5%
$662.63 - $776.99 $237K - $277K
2.52K $16.7M
500
+ 100.0%
$110.79 - $139.39 $55.4K - $69.7K
1K $1.3M
View all

New Holdings

15 operations
Stock Shares change Price Range Shares Held Trade History
DFA International Core Equities
294K
New
N/A
294K $91.8M
DFA US Small Cap ETF
56.7K
New
N/A
56.7K $33.9M
Millrose Pptys Inc Class A
7.66K
New
N/A
7.66K $2.03M
700
New
$53.6 - $58.97 $37.5K - $41.3K
700 $383K
345
New
$63.07 - $73.5 $21.8K - $25.4K
345 $242K
150
New
$79.66 - $108.41 $11.9K - $16.3K
150 $163K
View all

Top Sells

Reduced Positions

79 operations
Stock Shares change Price Range Shares Held Trade History
Broadcom Ltd
-4.22K
- 10.62%
N/A
35.5K $59.5M
-8.54K
- 10.84%
$106.98 - $149.43 $913K - $1.28M
70.2K $76.1M
-51.7K
- 97.24%
$22.91 - $25.71 $1.19M - $1.33M
1.47K $373K
-1.64K
- 6.59%
$190.26 - $242.06 $311K - $396K
23.2K $44.1M
-625
- 2.19%
$209.68 - $247.1 $131K - $154K
27.9K $62.1M
-628
- 2.58%
$156.06 - $207.71 $98K - $130K
23.7K $37M
View all
Activity Summary
Buys All Purchases 45 New Holdings 15 Increased Positions 30 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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