West Oak Capital, LLC Citigroup Inc Transaction History

West Oak Capital, LLC

  • $2.83 Billion
  • Q4 2024
Number of Shares
35,178
Previous 34,993 0.53%
Holding current value
$24.8 Million
Previous $24.8 Million -0.0%
% of portfolio
0.88%
Previous 0.88%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
N/A
185 Added 0.53%
35,178 $24.8 Million
Q3 2024

Oct 17, 2024
BUY
N/A
3,500 Added 11.11%
34,993 $21.9 Million
Q2 2024

Jul 24, 2024
BUY
N/A
5,455 Added 20.95%
31,493 $0
Q1 2024

Apr 18, 2024
BUY
N/A
3,395 Added 14.99%
26,038 $1.65 Million
Q4 2023

Jan 17, 2024
SELL
N/A
-6,610 Reduced 22.6%
22,643 $1.19 Million
Q3 2023

Oct 05, 2023
SELL
N/A
-90 Reduced 0.31%
29,253 $1.2 Million
Q1 2023

Apr 21, 2023
BUY
N/A
2,135 Added 7.85%
29,343 $0
Q4 2022

Jan 05, 2023
SELL
N/A
-9,400 Reduced 25.68%
27,208 $1.23 Million
Q3 2022

Oct 28, 2022
BUY
N/A
2,670 Added 7.87%
36,608 $1.53 Million
Q2 2022

Jul 11, 2022
BUY
N/A
728 Added 2.19%
33,938 $1.56 Million
Q1 2022

Apr 20, 2022
BUY
N/A
3,110 Added 10.33%
33,210 $1.77 Million
Q4 2021

Jan 12, 2022
SELL
N/A
-5,065 Reduced 14.4%
30,100 $1.82 Million
Q3 2021

Oct 07, 2021
BUY
N/A
1,015 Added 2.97%
35,165 $2.47 Million
Q2 2021

Jul 20, 2021
BUY
N/A
990 Added 2.99%
34,150 $2.42 Million
Q1 2021

Apr 13, 2021
SELL
N/A
-465 Reduced 1.38%
33,160 $2.41 Million
Q4 2020

Jan 08, 2021
SELL
N/A
-3,465 Reduced 9.34%
33,625 $2.07 Million
Q3 2020

Oct 09, 2020
SELL
N/A
-1,845 Reduced 4.74%
37,090 $1.6 Million
Q2 2020

Jul 06, 2020
SELL
N/A
-2,070 Reduced 5.05%
38,935 $1.99 Million
Q1 2020

Apr 07, 2020
BUY
N/A
13,835 Added 50.92%
41,005 $1.73 Million
Q4 2019

Jan 09, 2020
SELL
N/A
-1,180 Reduced 4.16%
27,170 $2.17 Million
Q3 2019

Oct 02, 2019
BUY
N/A
522 Added 1.88%
28,350 $1.96 Million
Q2 2019

Jul 12, 2019
BUY
N/A
550 Added 2.02%
27,828 $1.95 Million
Q1 2019

Apr 03, 2019
BUY
N/A
10,900 Added 66.55%
27,278 $1.7 Million
Q4 2018

Jan 08, 2019
BUY
N/A
6,690 Added 69.05%
16,378 $853 Million
Q3 2018

Oct 04, 2018
BUY
N/A
560 Added 6.13%
9,688 $695 Million
Q1 2018

Apr 05, 2018
SELL
N/A
-1,425 Reduced 13.5%
9,128 $616 Million
Q4 2017

Jan 05, 2018
SELL
N/A
-75 Reduced 0.71%
10,553 $785 Million
Q3 2017

Oct 10, 2017
BUY
N/A
10,628
10,628 $773 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.

Choose your preferred platform and Sign Up 👇 Telegram Email