West Oak Capital, LLC Incresed Positions in Q4 2024

West Oak Capital, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MARA
Marathon Digital Holdings, Inc.

Financial Services
24
+ 47.06%
N/A
75 $13K
MA
Mastercard Inc

Financial Services
1.88K
+ 1875.0%
$491.3 - $536.15 $921K - $1.01M
1.98K $10.4M
MKC
Mccormick & CO Inc

Consumer Defensive
3K
+ 59900.0%
$73.97 - $84.09 $222K - $252K
3K $2.29M
MCD
Mcdonalds Corp

Consumer Cyclical
939
+ 4695.0%
$288.47 - $316.54 $271K - $297K
959 $2.78M
Merck & CO Inc
19.8K
+ 6381.29%
N/A
20.1K $20M
META
Meta Platforms, Inc.

Communication Services
1.58K
+ 2430.77%
$554.08 - $632.68 $875K - $1M
1.65K $9.63M
MSFT
Microsoft Corp

Technology
12.8K
+ 3945.85%
$406.35 - $454.46 $5.21M - $5.83M
13.1K $55.4M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
980
+ 4900.0%
$9.95 - $12.23 $9.75K - $12K
1K $117K
MDLZ
Mondelez International, Inc.

Consumer Defensive
360
+ 36.0%
$59.25 - $72.99 $21.3K - $26.3K
1.36K $812K
MS
Morgan Stanley

Financial Services
3.14K
+ 227.17%
$104.42 - $134.99 $327K - $423K
4.52K $5.68M
Lehman Bros Holding Inc
935
+ 352.83%
N/A
1.2K $0
LSCC
Lattice Semiconductor Corp

Technology
760
+ 1900.0%
$48.58 - $63.46 $36.9K - $48.2K
800 $453K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
53.5K
+ 2491.84%
$27.09 - $32.06 $1.45M - $1.71M
55.6K $15.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.79K
+ 369.48%
$148.29 - $166.93 $266K - $299K
2.28K $3.39M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.3K
+ 12166.67%
$174.22 - $187.62 $1.27M - $1.37M
7.36K $12.9M
DVY
Ishares Tr

ETFs
466
+ 253.26%
$129.55 - $143.41 $60.4K - $66.8K
650 $853K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.58K
+ 18300.0%
$87.25 - $95.52 $399K - $437K
4.6K $4.07M
IVE
Ishares S&P 500 Value ETF

ETFs
6.34K
+ 3064.73%
$189.5 - $206.17 $1.2M - $1.31M
6.55K $12.5M
SLV
I Shares Silver Trust

ETFs
995
+ 331.67%
$26.33 - $31.74 $26.2K - $31.6K
1.3K $341K
JPM
Jpmorgan Chase & CO

Financial Services
20.2K
+ 1755.83%
$205.18 - $250.29 $4.14M - $5.05M
21.3K $51.2M
Jackson Financial Inc
275
+ 157.14%
N/A
450 $392K
Jefferies Group Inc New
919K
+ 1312872.88%
N/A
919K $721M
JNJ
Johnson & Johnson

Healthcare
15.6K
+ 3459.56%
$143.34 - $165.86 $2.23M - $2.58M
16K $23.2M
KLAC
Kla Corp

Technology
235
+ 142.42%
$614.46 - $829.55 $144K - $195K
400 $2.52M
LRCX
Lam Research Corp

Technology
2.25K
+ 562.5%
$70.05 - $814.09 $158K - $1.83M
2.65K $1.91M
Nano Nuclear Energy Inc
199
+ 19900.0%
N/A
200 $50K
Activity Summary
Buys All Purchases 127 New Holdings 0 Increased Positions 127 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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