West Oak Capital’s DuPont de Nemours DD Stock Holding History

West Oak Capital’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,050	Closed	-$56K	–	305
2023 Q4	$56K	Sell	1,050 -225	-18%	-$12K	0.03%	176
2023 Q3	$66K	Hold	1,275	–	–	0.03%	165
2023 Q2	$67.9K	Sell	1,275 -700	-35%	-$37.3K	0.03%	162
2023 Q1	$108K	Buy	1,975 +50	+3%	+$2.74K	0.05%	143
2022 Q4	$97K	Sell	1,925 -50	-3%	-$2.52K	0.05%	138
2022 Q3	$87K	Buy	1,975 +650	+49%	+$28.6K	0.05%	144
2022 Q2	$68K	Hold	1,325	–	–	0.04%	160
2022 Q1	$84K	Buy	1,325 +200	+18%	+$12.7K	0.04%	157
2021 Q4	$64K	Sell	1,125 -3,395	-75%	-$193K	0.02%	177
2021 Q3	$260K	Sell	4,520 -25	-0.6%	-$1.44K	0.1%	115
2021 Q2	$288K	Hold	4,545	–	–	0.11%	112
2021 Q1	$291K	Buy	+4,545	New	+$291K	0.12%	107
2019 Q3	–	Sell	-438	Closed	-$22K	–	306
2019 Q2	$22K	Sell	438 -362	-45%	-$18.2K	0.01%	221
2019 Q1	$86K	Hold	800	–	–	0.05%	148
2018 Q4	$86.3K	Hold	800	–	–	0.06%	140
2018 Q3	$104K	Hold	800	–	–	0.06%	143
2018 Q2	$106K	Sell	800 -235	-23%	-$31.3K	0.06%	138
2018 Q1	$133K	Sell	1,035 -75	-7%	-$9.64K	0.08%	130
2017 Q4	$159K	Sell	1,110 -50	-4%	-$7.18K	0.1%	120
2017 Q3	$162K	Buy	1,160 +640	+123%	+$89.4K	0.1%	128
2017 Q2	$66.2K	Sell	520 -312	-38%	-$39.7K	0.04%	168
2017 Q1	$107K	Buy	832 +188	+29%	+$24.1K	0.07%	142
2016 Q4	$74.4K	Hold	644	–	–	0.05%	157
2016 Q3	$67.4K	Buy	644 +409	+174%	+$42.8K	0.05%	161
2016 Q2	$23.6K	Buy	235 +111	+90%	+$11.2K	0.02%	219
2016 Q1	$12.7K	Hold	124	–	–	0.01%	204
2015 Q4	$12.9K	Hold	124	–	–	0.01%	206
2015 Q3	$10.6K	Hold	124	–	–	0.01%	213
2015 Q2	$12.8K	Hold	124	–	–	0.01%	200
2015 Q1	$12K	Hold	124	–	–	0.01%	209
2014 Q4	$11.4K	Hold	124	–	–	0.01%	222
2014 Q3	$13.1K	Hold	124	–	–	0.01%	195
2014 Q2	$12.9K	Hold	124	–	–	0.01%	197
2014 Q1	$12.1K	Hold	124	–	–	0.01%	196
2013 Q4	$11.1K	Hold	124	–	–	0.01%	201
2013 Q3	$9.6K	Hold	124	–	–	0.01%	199
2013 Q2	$8.04K	Buy	+124	New	+$8.04K	0.01%	202