Number of Shares
1,103
Previous 1,083 1.85%
Holding current value
$0
Previous $214,000 100.0%
% of portfolio
0.0%
Previous 0.09%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
N/A
20 Added 1.85%
1,103 $0
Q4 2023

Jan 17, 2024

SELL
N/A
-150 Reduced 12.17%
1,083 $227,000
Q3 2023

Oct 05, 2023

SELL
N/A
-1,940 Reduced 61.14%
1,233 $203,000
Q1 2023

Apr 21, 2023

BUY
N/A
95 Added 3.09%
3,173 $0
Q4 2022

Jan 05, 2023

SELL
N/A
-735 Reduced 19.28%
3,078 $567,000
Q3 2022

Oct 28, 2022

BUY
N/A
90 Added 2.42%
3,813 $665,000
Q2 2022

Jul 11, 2022

BUY
N/A
340 Added 10.05%
3,723 $724,000
Q1 2022

Apr 20, 2022

SELL
N/A
-200 Reduced 5.58%
3,383 $656,000
Q4 2021

Jan 12, 2022

SELL
N/A
-15 Reduced 0.42%
3,583 $720,000
Q3 2021

Oct 07, 2021

SELL
N/A
-90 Reduced 2.44%
3,598 $607,000
Q2 2021

Jul 20, 2021

SELL
N/A
-25 Reduced 0.67%
3,688 $610,000
Q1 2021

Apr 13, 2021

BUY
N/A
2,530 Added 213.86%
3,713 $588,000
Q4 2020

Jan 08, 2021

SELL
N/A
-50 Reduced 4.06%
1,183 $266,000
Q3 2020

Oct 09, 2020

SELL
N/A
-105 Reduced 7.85%
1,233 $298,000
Q2 2020

Jul 06, 2020

BUY
N/A
355 Added 36.11%
1,338 $346,000
Q1 2020

Apr 07, 2020

BUY
N/A
883 Added 883.0%
983 $214,000
Q4 2018

Jan 08, 2019

BUY
N/A
50 Added 100.0%
100 $15.8 Million
Q3 2018

Oct 04, 2018

BUY
N/A
50 New
50 $7.27 Million
Track This Portfolio

Track West Oak Capital, LLC Portfolio

Follow West Oak Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Oak Capital, LLC with notifications on news.