West Oak Capital, LLC Reduced Holdings in Q4 2024

West Oak Capital, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
-3.38K
- 84.38%
$129.87 - $162.87 $438K - $550K
625 $924K
KHC
Kraft Heinz CO

Consumer Defensive
-175
- 28.0%
$30.1 - $36.02 $5.27K - $6.3K
450 $138K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-274
- 60.89%
$62.09 - $82.32 $17K - $22.6K
176 $118K
LMT
Lockheed Martin Corp

Industrials
-13.9K
- 73.91%
$479.66 - $614.62 $6.65M - $8.52M
4.9K $23.8M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.55K
- 99.42%
$260.53 - $404.79 $403K - $626K
9 $34K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
-5.79K
- 99.13%
$120.52 - $149.33 $698K - $865K
51 $67K
MHO
M/I Homes, Inc.

Consumer Cyclical
-4.87K
- 97.99%
$132.44 - $174.81 $644K - $850K
100 $133K
Match Group Inc
-70
- 93.33%
N/A
5 $2K
MAT
Mattel Inc

Consumer Cyclical
-1.96K
- 98.99%
$17.68 - $20.38 $34.6K - $39.8K
20 $4K
JBL
Jabil Inc

Technology
-1.12K
- 86.49%
$118.97 - $147.77 $133K - $166K
175 $252K
AIA
Ishares S&P Asia 50 ETF

ETFs
-4.3K
- 93.48%
$67.83 - $77.4 $292K - $333K
300 $203K
GTBIF
Green Thumb Industries Inc.

Healthcare
-219
- 68.44%
$7.7 - $11.35 $1.69K - $2.49K
101 $8K
HEI
Heico Corp

Industrials
-2.64K
- 96.0%
$237.06 - $279.02 $626K - $737K
110 $262K
Hewlett Packard Company
-30
- 6.0%
N/A
470 $153K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-465
- 98.94%
$17.13 - $34.23 $7.97K - $15.9K
5 $1K
HON
Honeywell International Inc

Industrials
-8.38K
- 86.98%
$202.84 - $236.0 $1.7M - $1.98M
1.26K $2.84M
HWM
Howmet Aerospace Inc.

Industrials
-755
- 60.16%
$99.72 - $120.09 $75.3K - $90.7K
500 $547K
INTC
Intel Corp

Technology
-6.63K
- 83.65%
$19.07 - $26.23 $126K - $174K
1.3K $260K
IBM
International Business Machines Corp

Technology
-54.7K
- 99.12%
$204.9 - $238.04 $11.2M - $13M
485 $1.07M
ISRG
Intuitive Surgical Inc

Healthcare
-2.22K
- 97.36%
$471.27 - $550.62 $1.04M - $1.22M
60 $313K
IREN
Iris Energy LTD

Financial Services
-209
- 34.83%
$7.33 - $15.39 $1.53K - $3.22K
391 $120K
IVV
Ishares Core S&P 500 ETF

ETFs
-3.11K
- 74.2%
$570.51 - $610.59 $1.77M - $1.9M
1.08K $6.36M
XT
Ishares Tr Exponential Technol

ETFs
-781
- 72.25%
$58.7 - $62.72 $45.8K - $49K
300 $179K
IGF
Ishares Global Infrastructure

ETFs
-625
- 96.15%
$51.2 - $55.7 $32K - $34.8K
25 $13K
MCK
Mckesson Corp

Healthcare
-2.75K
- 91.5%
$482.27 - $628.5 $1.32M - $1.73M
255 $1.45M
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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