West Oak Capital’s Generac Holdings GNRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,765
Closed -$314K 299
2022
Q3
$314K Sell
1,765
-35
-2% -$6.23K 0.17% 93
2022
Q2
$379K Sell
1,800
-75
-4% -$15.8K 0.2% 91
2022
Q1
$557K Sell
1,875
-325
-15% -$96.5K 0.25% 80
2021
Q4
$774K Sell
2,200
-55
-2% -$19.4K 0.28% 73
2021
Q3
$922K Sell
2,255
-15
-0.7% -$6.13K 0.36% 69
2021
Q2
$942K Buy
2,270
+50
+2% +$20.7K 0.37% 69
2021
Q1
$727K Sell
2,220
-35
-2% -$11.5K 0.31% 72
2020
Q4
$513K Buy
2,255
+2,155
+2,155% +$490K 0.24% 80
2020
Q3
$19K Buy
+100
New +$19K 0.01% 201