West Oak Capital’s H2O America Common Stock HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130 | Hold |
250
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $137 | Hold |
250
| – | – | 0.01% | 229 |
|
|
2024
Q4 | $123K | Hold |
250
| – | – | ﹤0.01% | 234 |
|
|
2024
Q3 | $145 | Hold |
250
| – | – | ﹤0.01% | 231 |
|
|
2024
Q2 | $13.6K | Hold |
250
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $14K | Hold |
250
| – | – | 0.01% | 236 |
|
|
2023
Q4 | $16K | Hold |
250
| – | – | 0.01% | 225 |
|
|
2023
Q3 | $15K | Hold |
250
| – | – | 0.01% | 223 |
|
|
2023
Q2 | $17.5K | Hold |
250
| – | – | 0.01% | 214 |
|
|
2023
Q1 | $19K | Hold |
250
| – | – | 0.01% | 203 |
|
|
2022
Q4 | $20K | Hold |
250
| – | – | 0.01% | 185 |
|
|
2022
Q3 | $14K | Hold |
250
| – | – | 0.01% | 219 |
|
|
2022
Q2 | $16K | Hold |
250
| – | – | 0.01% | 216 |
|
|
2022
Q1 | $17K | Hold |
250
| – | – | 0.01% | 232 |
|
|
2021
Q4 | $18K | Hold |
250
| – | – | 0.01% | 236 |
|
|
2021
Q3 | $17K | Hold |
250
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $16K | Hold |
250
| – | – | 0.01% | 255 |
|
|
2021
Q1 | $16K | Hold |
250
| – | – | 0.01% | 246 |
|
|
2020
Q4 | $17K | Hold |
250
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $15K | Hold |
250
| – | – | 0.01% | 212 |
|
|
2020
Q2 | $16K | Hold |
250
| – | – | 0.01% | 218 |
|
|
2020
Q1 | $14K | Hold |
250
| – | – | 0.01% | 211 |
|
|
2019
Q4 | $18K | Hold |
250
| – | – | 0.01% | 213 |
|
|
2019
Q3 | $17K | Hold |
250
| – | – | 0.01% | 217 |
|
|
2019
Q2 | $15K | Hold |
250
| – | – | 0.01% | 232 |
|
|
2019
Q1 | $15K | Hold |
250
| – | – | 0.01% | 226 |
|
|
2018
Q4 | $13.9K | Buy |
+250
| New | +$13.9K | 0.01% | 229 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$24.1K | – | 375 |
|
|
2017
Q1 | $24.1K | Sell |
500
-250
| -33% | -$12.1K | 0.01% | 228 |
|
|
2016
Q4 | $42K | Buy |
+750
| New | +$42K | 0.03% | 193 |
|