West Oak Capital, LLC Purchases in Q2 2025

West Oak Capital, LLC

  • $2.55 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
162
+ 5.89%
$81.79 - $99.98 $13.2K - $16.2K
2.91K $2.85M
DINO
Hf Sinclair Corp

Energy
925
New
$25.91 - $41.85 $24K - $38.7K
925 $380K
GLD
Spdr Gold Trust

ETFs
100
+ 26.32%
$273.71 - $316.29 $27.4K - $31.6K
480 $1.46M
PPLT
Abrdn Platinum ETF Trust

ETFs
270
New
N/A
270 $332K
MDLZ
Mondelez International, Inc.

Consumer Defensive
475
+ 34.93%
$63.54 - $68.5 $30.2K - $32.5K
1.84K $1.24M
Newsmax
2K
New
N/A
2K $303K
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.4K
New
$19.94 - $22.91 $27.9K - $32.1K
1.4K $301K
UBER
Uber Technologies, Inc

Technology
300
New
$64.62 - $93.3 $19.4K - $28K
300 $280K
TTD
Trade Desk, Inc.

Technology
350
+ 466.67%
$45.27 - $79.4 $15.8K - $27.8K
425 $306K
Cigna Corp
600
+ 28.92%
N/A
2.68K $2.49M
CRM
Salesforce, Inc.

Technology
55
+ 4.47%
$236.26 - $291.15 $13K - $16K
1.29K $3.5M
WY
Weyerhaeuser CO

Real Estate
740
New
$24.69 - $29.48 $18.3K - $21.8K
740 $190K
SNEX
Stone X Group Inc.

Financial Services
200
New
$69.59 - $94.15 $13.9K - $18.8K
200 $182K
Amentum Holdings Inc
762
New
N/A
762 $180K
TD
Toronto Dominion Bank

Financial Services
200
New
$55.71 - $73.45 $11.1K - $14.7K
200 $147K
SHEL
Shell PLC

Energy
460
+ 6.3%
$59.75 - $73.05 $27.5K - $33.6K
7.77K $5.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 10.71%
$456.74 - $568.03 $4.11K - $5.11K
93 $528K
TSLA
Tesla, Inc.

Consumer Cyclical
13
+ 22.81%
$221.86 - $362.89 $2.88K - $4.72K
70 $222K
GTLB
Gitlab Inc.

Technology
100
New
$40.52 - $53.43 $4.05K - $5.34K
100 $45K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
300
+ 50.0%
$3.97 - $5.84 $1.19K - $1.75K
900 $46K
ABBV
Abb Vie Inc.

Healthcare
1.05K
+ 12.91%
$170.16 - $206.27 $179K - $217K
9.18K $17M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2
New
$144.63 - $179.53 $289 - $359
2 $3K
ALB
Albemarle Corp

Basic Materials
5
New
$50.76 - $72.25 $254 - $361
5 $3K
NVO
Novo Nordisk A S

Healthcare
1
+ 6.25%
$58.08 - $81.05 $58.1 - $81.1
17 $12K
SNAP
Snap Inc

Communication Services
11
+ 183.33%
$7.23 - $9.21 $79.5 - $101
17 $1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
196
+ 1400.0%
$87.84 - $1441.89 $17.2K - $283K
210 $189K
LLY
Eli Lilly & CO

Healthcare
316
+ 5.86%
$713.71 - $898.95 $226K - $284K
5.71K $44.5M
CVX
Chevron Corp

Energy
3.07K
+ 16.4%
$133.73 - $168.51 $411K - $518K
21.8K $31.2M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
290
+ 0.55%
$22.66 - $26.12 $6.57K - $7.57K
52.9K $12.9M
GIS
General Mills Inc

Consumer Defensive
800
+ 2.81%
$50.37 - $60.97 $40.3K - $48.8K
29.3K $15.2M
AAPL
Apple Inc.

Technology
565
+ 2.02%
$172.42 - $223.89 $97.4K - $126K
28.5K $58.5M
Activity Summary
Buys All Purchases 82 New Holdings 15 Increased Positions 67 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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