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West Oak Capital’s Goldman Sachs GS Stock Holding History

West Oak Capital’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.3K Sell
540
-135
-20% -$100K 0.17% 83
2025
Q2 		$4.78K Hold
675
– – 0.19% 83
2025
Q1 		$3.69K Hold
675
– – 0.14% 93
2024
Q4 		$3.87M Buy
675
+15
+2% +$8.37K 0.14% 89
2024
Q3 		$3.27K Hold
660
– – 0.06% 98
2024
Q2 		$299K Buy
660
+620
+1,550% +$272K 0.12% 98
2024
Q1 		$17K Hold
40
– – 0.01% 222
2023
Q4 		$15K Hold
40
– – 0.01% 226
2023
Q3 		$13K Hold
40
– – 0.01% 229
2023
Q2 		$12.9K Hold
40
– – 0.01% 235
2023
Q1 		$13.1K Hold
40
– – 0.01% 229
2022
Q4 		$14K Hold
40
– – 0.01% 202
2022
Q3 		$12K Hold
40
– – 0.01% 226
2022
Q2 		$12K Hold
40
– – 0.01% 233
2022
Q1 		$13K Sell
40
-300
-88% -$106K 0.01% 246
2021
Q4 		$130K Hold
340
– – 0.05% 147
2021
Q3 		$129K Hold
340
– – 0.05% 146
2021
Q2 		$129K Hold
340
– – 0.05% 145
2021
Q1 		$111K Hold
340
– – 0.05% 147
2020
Q4 		$90K Buy
340
+100
+42% +$22.3K 0.04% 152
2020
Q3 		$48K Buy
+240
New +$48.8K 0.03% 166
2017
Q4 		– Sell
-6
Closed -$1.42K – 313
2017
Q3 		$1.42K Buy
+6
New +$1.35K ﹤0.01% 315

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return