Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 06, 2020

SELL
N/A
-1,843 Closed
0 $0
Q1 2020

Apr 07, 2020

SELL
N/A
-6,470 Reduced 77.83%
1,843 $184,000
Q4 2019

Jan 09, 2020

SELL
N/A
-995 Reduced 10.69%
8,313 $1.38 Million
Q3 2019

Oct 02, 2019

SELL
N/A
-80 Reduced 0.85%
9,308 $1.34 Million
Q2 2019

Jul 12, 2019

BUY
N/A
90 Added 0.97%
9,388 $1.36 Million
Q1 2019

Apr 03, 2019

SELL
N/A
-67 Reduced 0.72%
9,298 $1.27 Million
Q4 2018

Jan 08, 2019

SELL
N/A
-1,075 Reduced 10.3%
9,365 $1.12 Billion
Q3 2018

Oct 04, 2018

BUY
N/A
295 Added 2.91%
10,440 $1.53 Billion
Q2 2018

Jul 06, 2018

BUY
N/A
410 Added 4.21%
10,145 $1.35 Billion
Q1 2018

Apr 05, 2018

BUY
N/A
440 Added 4.73%
9,735 $1.49 Billion
Q4 2017

Jan 05, 2018

SELL
N/A
-513 Reduced 5.23%
9,295 $1.58 Billion
Q3 2017

Oct 10, 2017

BUY
N/A
9,808
9,808 $1.48 Billion
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.