West Oak Capital, LLC Incresed Positions in Q3 2024

West Oak Capital, LLC

  • $5.38 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UP
Wheels Up Experience Inc.

Industrials
25
+ 100.0%
$1.63 - $4.01 $40.8 - $100
50 $2.69B
Broadcom LTD
35.8K
+ 781.97%
N/A
40.4K $69.6M
AAPL
Apple Inc.

Technology
1.89K
+ 7.08%
$207.23 - $234.82 $391K - $443K
28.6K $66.5M
NEE
Nextera Energy Inc

Utilities
605
+ 1.03%
$69.9 - $84.97 $42.3K - $51.4K
59.5K $50.3M
Accenture LTD Cl A
40
+ 0.42%
N/A
9.61K $34M
APD
Air Products & Chemicals, Inc.

Basic Materials
265
+ 2.76%
$247.34 - $300.11 $65.5K - $79.5K
9.85K $29.3M
PG
Procter & Gamble CO

Consumer Defensive
75
+ 0.44%
$160.76 - $177.82 $12.1K - $13.3K
17K $29.4M
DHR
Danaher Corp

Healthcare
165
+ 1.6%
$239.25 - $280.76 $39.5K - $46.3K
10.5K $29.1M
ABT
Abbott Laboratories

Healthcare
794
+ 3.37%
$100.07 - $118.13 $79.5K - $93.8K
24.3K $27.8M
CVX
Chevron Corp

Energy
895
+ 5.02%
$137.88 - $161.97 $123K - $145K
18.7K $27.5M
AMAT
Applied Materials Inc

Technology
95
+ 0.71%
$174.88 - $254.97 $16.6K - $24.2K
13.4K $27.2M
Wisconsin Energy
7.52K
+ 45.1%
N/A
24.2K $23.3M
Merck & CO Inc
369
+ 1.9%
N/A
19.8K $22.5M
Citigroup Inc
3.5K
+ 11.11%
N/A
35K $21.9M
TXN
Texas Instruments Inc

Technology
5
+ 0.04%
$194.6 - $194.6 $973 - $973
11.5K $23.8M
GLW
Corning Inc

Technology
215
+ 0.42%
$37.76 - $46.2 $8.12K - $9.93K
51.6K $23.3M
SCHW
Schwab Charles Corp

Financial Services
3.61K
+ 11.65%
$61.74 - $76.08 $223K - $274K
34.6K $22.4M
GIS
General Mills Inc

Consumer Defensive
2.29K
+ 8.45%
$62.5 - $75.15 $143K - $172K
29.4K $21.7M
NVS
Novartis Ag

Healthcare
305
+ 1.66%
$106.13 - $120.89 $32.4K - $36.9K
18.7K $21.5M
PEP
Pepsico Inc

Consumer Defensive
490
+ 4.14%
$161.9 - $179.3 $79.3K - $87.9K
12.3K $21M
CAT
Caterpillar Inc

Industrials
40
+ 0.77%
$316.8 - $391.12 $12.7K - $15.6K
5.27K $20.6M
ASML
Asml Holding Nv

Technology
281
+ 12.76%
$749.82 - $1098.95 $211K - $309K
2.48K $20.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
575
+ 2.5%
$77.02 - $85.06 $44.3K - $48.9K
23.6K $19.9M
STZ
Constellation Brands, Inc.

Consumer Defensive
238
+ 3.29%
$236.42 - $259.82 $56.3K - $61.8K
7.47K $19.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.7K
+ 46.34%
$50.25 - $50.74 $538K - $543K
33.8K $17.1M
VZ
Verizon Communications Inc

Communication Services
19.4K
+ 120.92%
$38.89 - $45.0 $753K - $871K
35.4K $15.9M
SYY
Sysco Corp

Consumer Defensive
485
+ 4.33%
$69.16 - $78.98 $33.5K - $38.3K
11.7K $9.13M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.69K
+ 51.05%
$46.9 - $51.96 $220K - $244K
13.9K $7.15M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.99K
+ 54.9%
$36.98 - $41.55 $221K - $249K
16.9K $6.94M
IVV
Ishares Core S&P 500 ETF

ETFs
46
+ 4.44%
$520.18 - $576.82 $23.9K - $26.5K
1.08K $6.24M
V
Visa Inc.

Financial Services
40
+ 2.07%
$253.74 - $291.56 $10.1K - $11.7K
1.97K $5.42M
PSA
Public Storage

Real Estate
210
+ 22.06%
$283.13 - $365.01 $59.5K - $76.7K
1.16K $4.23M
MAA
Mid America Apartment Communities Inc.

Real Estate
540
+ 29.19%
$138.8 - $166.65 $75K - $90K
2.39K $3.8M
WFC
Wells Fargo & Company

Financial Services
6.7K
+ 96.75%
$51.58 - $60.97 $346K - $408K
13.6K $3.79M
AVB
Avalonbay Communities Inc

Real Estate
220
+ 15.71%
$200.95 - $234.65 $44.2K - $51.6K
1.62K $3.65M
VTR
Ventas, Inc.

Real Estate
600
+ 12.49%
$50.88 - $65.33 $30.5K - $39.2K
5.41K $3.47M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1
+ 0.04%
$49.83 - $62.75 $49.8 - $62.8
2.85K $1.64M
DECK
Deckers Outdoor Corp

Consumer Cyclical
500
+ 500.0%
$150.73 - $974.56 $75.4K - $487K
600 $957K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.74%
$475.2 - $527.7 $475 - $528
137 $723K
MCHP
Microchip Technology Inc

Technology
18
+ 4.71%
$72.0 - $95.98 $1.3K - $1.73K
400 $339K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
320
+ 100.0%
$42.59 - $60.56 $13.6K - $19.4K
640 $180K
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 1.0%
$131.04 - $147.11 $131 - $147
101 $141K
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 2.0%
$191.76 - $263.26 $192 - $263
51 $133K
Activity Summary
Buys All Purchases 59 New Holdings 15 Increased Positions 44 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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