West Oak Capital, LLC Sells in Q3 2025

West Oak Capital, LLC

  • $2.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-135K
- 55.75%
$50.47 - $50.74 $6.8M - $6.83M
107K $54.2M
JNJ
Johnson & Johnson

Healthcare
-14.2K
- 79.14%
$155.17 - $185.42 $2.21M - $2.64M
3.75K $6.95M
COST
Costco Wholesale Corp

Consumer Defensive
-536
- 10.56%
$915.95 - $994.57 $491K - $533K
4.54K $42M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-44.3K
- 19.76%
$24.46 - $26.5 $1.08M - $1.17M
180K $47.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-19.1K
- 30.03%
$26.38 - $27.95 $503K - $532K
44.4K $12.1M
ADP
Automatic Data Processing Inc

Industrials
-657
- 4.19%
$288.69 - $310.94 $190K - $204K
15K $44.1M
META
Meta Platforms, Inc.

Communication Services
-455
- 29.88%
$695.21 - $791.73 $316K - $360K
1.07K $7.84M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-6.18K
- 25.92%
$51.82 - $60.27 $320K - $372K
17.7K $9.28M
TXN
Texas Instruments Inc

Technology
-40
- 0.3%
N/A
13.4K $24.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.45K
- 5.97%
$211.65 - $238.24 $307K - $345K
22.8K $50.1M
V
Visa Inc.

Financial Services
-685
- 35.49%
$332.09 - $358.86 $227K - $246K
1.25K $4.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.4K
- 34.16%
$21.69 - $23.34 $226K - $244K
20.1K $4.69M
LLY
Eli Lilly & CO

Healthcare
-142
- 2.49%
$625.65 - $812.69 $88.8K - $115K
5.57K $42.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
-315
- 2.91%
$265.78 - $299.3 $83.7K - $94.3K
10.5K $28.6M
AMGN
Amgen Inc

Healthcare
-665
- 6.75%
$271.18 - $309.22 $180K - $206K
9.19K $25.9M
AXP
American Express CO

Financial Services
-985
- 7.54%
$294.27 - $342.31 $290K - $337K
12.1K $40.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7.16K
- 25.35%
$25.29 - $28.33 $181K - $203K
21.1K $5.88M
PG
Procter & Gamble CO

Consumer Defensive
-110
- 0.57%
$150.47 - $161.22 $16.6K - $17.7K
19.1K $29.3M
CRM
Salesforce, Inc.

Technology
-315
- 24.51%
$231.66 - $273.65 $73K - $86.2K
970 $2.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.8K
- 66.64%
$38.58 - $58.24 $69.4K - $105K
901 $353K
AMP
Ameriprise Financial Inc

Financial Services
-190
- 42.7%
$486.13 - $544.55 $92.4K - $103K
255 $1.25M
VIG
Vanguard Dividend Appreciation

ETFs
-675
- 21.6%
N/A
2.45K $5.29M
NOW
Service Now, Inc.

Technology
-62
- 12.76%
$850.86 - $1044.69 $52.8K - $64.8K
424 $3.9M
WMT
Walmart Inc.

Consumer Defensive
-1.21K
- 41.55%
$94.4 - $104.27 $114K - $126K
1.7K $1.75M
GOOGL
Alphabet Inc.

Communication Services
-1.27K
- 39.1%
$174.36 - $254.72 $221K - $322K
1.97K $4.79M
MYRG
Myr Group Inc.

Industrials
-600
- 44.44%
$173.81 - $208.03 $104K - $125K
750 $1.56M
AJG
Arthur J. Gallagher & Co.

Financial Services
-253
- 34.85%
$284.17 - $319.49 $71.9K - $80.8K
473 $1.47M
DHI
Horton D R Inc

Consumer Cyclical
-800
- 55.56%
$129.82 - $184.04 $104K - $147K
640 $1.09M
PM
Philip Morris International Inc.

Consumer Defensive
-160
- 6.23%
$157.77 - $183.27 $25.2K - $29.3K
2.41K $3.9M
IVE
Ishares S&P 500 Value ETF

ETFs
-645
- 12.1%
$194.44 - $206.51 $125K - $133K
4.69K $9.68M
WFC
Wells Fargo & Company

Financial Services
-1.07K
- 17.27%
$77.05 - $85.16 $82.1K - $90.7K
5.1K $4.28M
ADI
Analog Devices Inc

Technology
-670
- 5.16%
$220.68 - $255.63 $148K - $171K
12.3K $30.2M
AFL
Aflac Inc

Financial Services
-1K
- 13.25%
$98.09 - $111.7 $98.1K - $112K
6.55K $7.31M
MCK
Mckesson Corp

Healthcare
-95
- 37.25%
$659.01 - $772.54 $62.6K - $73.4K
160 $1.24M
ABT
Abbott Laboratories

Healthcare
-40
- 0.15%
$120.51 - $136.62 $4.82K - $5.46K
26.2K $35.1M
DHR
Danaher Corp

Healthcare
-345
- 2.72%
$181.46 - $212.2 $62.6K - $73.2K
12.3K $24.5M
Cigna Corp
-1.09K
- 40.9%
N/A
1.58K $1.91M
SYK
Stryker Corp

Healthcare
-125
- 41.67%
$368.57 - $403.53 $46.1K - $50.4K
175 $647K
GS
Goldman Sachs Group Inc

Financial Services
-135
- 20.0%
$696.56 - $806.32 $94K - $109K
540 $4.3M
EOG
Eog Resources Inc

Energy
-140
- 3.41%
$112.12 - $126.1 $15.7K - $17.7K
3.96K $4.44M
ANET
Arista Networks, Inc.

Technology
-1.43K
- 37.34%
$98.91 - $153.04 $141K - $219K
2.4K $3.5M
COP
Conocophillips

Energy
-474
- 75.96%
$91.0 - $98.99 $43.1K - $46.9K
150 $142K
CHD
Church & Dwight CO Inc

Consumer Defensive
-400
- 51.48%
$85.84 - $99.09 $34.3K - $39.6K
377 $330K
AVB
Avalonbay Communities Inc

Real Estate
-120
- 7.95%
$182.72 - $204.51 $21.9K - $24.5K
1.39K $2.69M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-475
- 25.89%
$60.9 - $70.75 $28.9K - $33.6K
1.36K $850K
BAC
Bank Of America Corp

Financial Services
-975
- 35.01%
$44.92 - $52.42 $43.8K - $51.1K
1.81K $934K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-178
- 69.8%
$224.68 - $282.71 $40K - $50.3K
77 $215K
CLX
Clorox CO

Consumer Defensive
-300
- 40.0%
$117.67 - $131.43 $35.3K - $39.4K
450 $555K
MAA
Mid America Apartment Communities Inc.

Real Estate
-115
- 5.53%
$138.38 - $153.2 $15.9K - $17.6K
1.97K $2.75M
Activity Summary
Buys All Purchases 44 New Holdings 15 Increased Positions 29 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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