West Oak Capital, LLC Schwab Fundamental US Large Company Transaction History

West Oak Capital, LLC

  • $2.55 Billion
  • Q2 2025
Number of Shares
573
Previous 573 -0.0%
Holding current value
$141,000
Previous $135,000 4.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 13, 2025
BUY
N/A
428 Added 295.17%
573 $136,000
Q4 2024

Jan 10, 2025
SELL
N/A
-703 Reduced 82.9%
145 $136,000
Q4 2023

Jan 17, 2024
BUY
N/A
848 New
848 $52,000
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