West Oak Capital, LLC Reduced Holdings in Q1 2025

West Oak Capital, LLC

  • $2.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
-245
- 2.48%
$283.24 - $338.07 $69.4K - $82.8K
9.64K $28.4M
PG
Procter & Gamble CO

Consumer Defensive
-362
- 2.13%
$158.56 - $176.26 $57.4K - $63.8K
16.7K $28.4M
NU
Nu Holdings Ltd.

Financial Services
-1.4K
- 71.79%
$10.12 - $13.95 $14.2K - $19.5K
550 $56K
EOG
Eog Resources Inc

Energy
-300
- 6.82%
$120.54 - $138.05 $36.2K - $41.4K
4.1K $5.26M
PFE
Pfizer Inc

Healthcare
-500
- 70.42%
$25.01 - $27.13 $12.5K - $13.6K
210 $53K
ECL
Ecolab Inc.

Basic Materials
-200
- 9.75%
$229.72 - $269.82 $45.9K - $54K
1.85K $4.7M
ADP
Automatic Data Processing Inc

Industrials
-695
- 4.41%
$286.85 - $318.64 $199K - $221K
15.1K $46.1M
Veralto Corp
-76
- 17.16%
N/A
367 $358K
NKE
Nike, Inc.

Consumer Cyclical
-25
- 4.17%
$63.29 - $81.72 $1.58K - $2.04K
575 $365K
NFLX
Netflix Inc

Communication Services
-10
- 50.0%
$828.4 - $1058.6 $8.28K - $10.6K
10 $93K
AMD
Advanced Micro Devices Inc

Technology
-30
- 16.67%
$96.63 - $129.55 $2.9K - $3.89K
150 $154K
IREN
Iris Energy LTD

Financial Services
-184
- 47.06%
$6.07 - $13.18 $1.12K - $2.43K
207 $122K
HEI
Heico Corp

Industrials
-10
- 9.09%
$219.6 - $270.85 $2.2K - $2.71K
100 $267K
BAX
Baxter International Inc

Healthcare
-100
- 11.76%
$29.26 - $36.57 $2.93K - $3.66K
750 $257K
LLY
Eli Lilly & CO

Healthcare
-371
- 6.44%
$725.72 - $929.72 $269K - $345K
5.39K $44.5M
CSCO
Cisco Systems, Inc.

Technology
-1.01K
- 3.44%
$58.74 - $64.87 $59K - $65.2K
28.2K $17.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-950
- 1.36%
$27.01 - $28.54 $25.7K - $27.1K
68.7K $19.2M
MMM
3 M CO

Industrials
-350
- 6.22%
$129.7 - $155.12 $45.4K - $54.3K
5.28K $7.75M
V
Visa Inc.

Financial Services
-40
- 2.03%
$306.92 - $362.71 $12.3K - $14.5K
1.93K $6.76M
SCHW
Schwab Charles Corp

Financial Services
-1.15K
- 3.32%
$71.24 - $83.64 $81.9K - $96.2K
33.5K $26.2M
CL
Colgate Palmolive CO

Consumer Defensive
-90
- 0.33%
$85.68 - $97.5 $7.71K - $8.78K
27.5K $25.7M
XOM
Exxon Mobil Corp

Energy
-285
- 1.76%
$105.44 - $118.93 $30.1K - $33.9K
15.9K $18.9M
ABBV
Abb Vie Inc.

Healthcare
-550
- 6.33%
$169.2 - $216.66 $93.1K - $119K
8.13K $17M
VZ
Verizon Communications Inc

Communication Services
-200
- 0.56%
$37.81 - $46.49 $7.56K - $9.3K
35.4K $16.1M
Wisconsin Energy
-180
- 0.73%
N/A
24.4K $26.6M
CVX
Chevron Corp

Energy
-190
- 1.0%
$146.71 - $167.97 $27.9K - $31.9K
18.7K $31.3M
ABT
Abbott Laboratories

Healthcare
-610
- 2.48%
$111.1 - $140.22 $67.8K - $85.5K
24K $31.8M
AMGN
Amgen Inc

Healthcare
-100
- 1.16%
$258.59 - $327.36 $25.9K - $32.7K
8.52K $26.6M
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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