Number of Shares
2,074
Previous 2,757 24.77%
Holding current value
$184,000
Previous $209,000 11.96%
% of portfolio
0.08%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
N/A
-683 Reduced 24.77%
2,074 $184,000
Q4 2023

Jan 17, 2024

BUY
N/A
2,757 New
2,757 $209,000
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.