West Oak Capital, LLC Duke Energy Corp New Transaction History

West Oak Capital, LLC

  • $2.55 Billion
  • Q2 2025
Number of Shares
313
Previous 313 -0.0%
Holding current value
$369,000
Previous $382,000 3.4%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 21, 2023
BUY
N/A
93 Added 42.27%
313 $0
Q4 2022

Jan 05, 2023
SELL
N/A
-93 Reduced 29.71%
220 $23,000
Q1 2021

Apr 13, 2021
BUY
N/A
95 Added 43.58%
313 $30,000
Q3 2020

Oct 09, 2020
SELL
N/A
-400 Reduced 64.72%
218 $19,000
Q2 2020

Jul 06, 2020
BUY
N/A
77 Added 14.23%
618 $49,000
Q4 2019

Jan 09, 2020
BUY
N/A
400 Added 283.69%
541 $49,000
Q1 2018

Apr 05, 2018
SELL
N/A
-8 Reduced 5.37%
141 $10.9 Million
Q3 2017

Oct 10, 2017
BUY
N/A
149
149 $12.5 Million
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