West Oak Capital’s Mid-America Apartment Communities MAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.75K | Sell |
1,965
-115
| -6% | -$16.6K | 0.11% | 102 |
|
|
2025
Q2 | $3.08K | Sell |
2,080
-330
| -14% | -$51.5K | 0.12% | 99 |
|
|
2025
Q1 | $4.04K | Buy |
2,410
+20
| +0.8% | +$3.17K | 0.16% | 86 |
|
|
2024
Q4 | $3.69M | Hold |
2,390
| – | – | 0.13% | 90 |
|
|
2024
Q3 | $3.8K | Buy |
2,390
+540
| +29% | +$82.3K | 0.07% | 92 |
|
|
2024
Q2 | $264K | Hold |
1,850
| – | – | 0.11% | 105 |
|
|
2024
Q1 | $243K | Hold |
1,850
| – | – | 0.1% | 110 |
|
|
2023
Q4 | $248K | Sell |
1,850
-170
| -8% | -$21.6K | 0.12% | 106 |
|
|
2023
Q3 | $260K | Hold |
2,020
| – | – | 0.13% | 101 |
|
|
2023
Q2 | $307K | Hold |
2,020
| – | – | 0.15% | 99 |
|
|
2023
Q1 | $305K | Buy |
2,020
+20
| +1% | +$3.17K | 0.15% | 97 |
|
|
2022
Q4 | $314K | Hold |
2,000
| – | – | 0.16% | 95 |
|
|
2022
Q3 | $310K | Sell |
2,000
-85
| -4% | -$14.6K | 0.17% | 95 |
|
|
2022
Q2 | $364K | Buy |
2,085
+20
| +1% | +$3.72K | 0.19% | 93 |
|
|
2022
Q1 | $433K | Sell |
2,065
-15
| -0.7% | -$3.14K | 0.2% | 90 |
|
|
2021
Q4 | $477K | Hold |
2,080
| – | – | 0.18% | 87 |
|
|
2021
Q3 | $388K | Buy |
2,080
+20
| +1% | +$3.75K | 0.15% | 94 |
|
|
2021
Q2 | $347K | Hold |
2,060
| – | – | 0.14% | 101 |
|
|
2021
Q1 | $297K | Buy |
2,060
+75
| +4% | +$10.2K | 0.13% | 106 |
|
|
2020
Q4 | $251K | Hold |
1,985
| – | – | 0.12% | 110 |
|
|
2020
Q3 | $230K | Sell |
1,985
-255
| -11% | -$29.4K | 0.13% | 100 |
|
|
2020
Q2 | $257K | Sell |
2,240
-100
| -4% | -$11.3K | 0.15% | 95 |
|
|
2020
Q1 | $241K | Buy |
2,340
+50
| +2% | +$6.5K | 0.16% | 90 |
|
|
2019
Q4 | $302K | Buy |
2,290
+40
| +2% | +$5.35K | 0.17% | 96 |
|
|
2019
Q3 | $293K | Sell |
2,250
-175
| -7% | -$21.7K | 0.17% | 90 |
|
|
2019
Q2 | $286K | Buy |
2,425
+25
| +1% | +$2.81K | 0.17% | 94 |
|
|
2019
Q1 | $262K | Buy |
2,400
+160
| +7% | +$16.4K | 0.16% | 97 |
|
|
2018
Q4 | $214K | Sell |
2,240
-150
| -6% | -$14.9K | 0.15% | 102 |
|
|
2018
Q3 | $239K | Sell |
2,390
-100
| -4% | -$10.1K | 0.14% | 107 |
|
|
2018
Q2 | $251K | Sell |
2,490
-150
| -6% | -$14K | 0.15% | 101 |
|
|
2018
Q1 | $241K | Hold |
2,640
| – | – | 0.14% | 108 |
|
|
2017
Q4 | $265K | Hold |
2,640
| – | – | 0.16% | 102 |
|
|
2017
Q3 | $282K | Sell |
2,640
-300
| -10% | -$31.5K | 0.17% | 105 |
|
|
2017
Q2 | $310K | Buy |
2,940
+150
| +5% | +$15.4K | 0.19% | 103 |
|
|
2017
Q1 | $284K | Hold |
2,790
| – | – | 0.17% | 100 |
|
|
2016
Q4 | $273K | Hold |
2,790
| – | – | 0.18% | 96 |
|
|
2016
Q3 | $262K | Buy |
2,790
+25
| +0.9% | +$2.49K | 0.18% | 100 |
|
|
2016
Q2 | $294K | Sell |
2,765
-70
| -2% | -$7.03K | 0.21% | 94 |
|
|
2016
Q1 | $290K | Sell |
2,835
-105
| -4% | -$9.74K | 0.22% | 90 |
|
|
2015
Q4 | $267K | Sell |
2,940
-50
| -2% | -$4.34K | 0.21% | 95 |
|
|
2015
Q3 | $245K | Sell |
2,990
-15
| -0.5% | -$1.18K | 0.2% | 94 |
|
|
2015
Q2 | $219K | Sell |
3,005
-260
| -8% | -$19.7K | 0.16% | 96 |
|
|
2015
Q1 | $252K | Sell |
3,265
-20
| -0.6% | -$1.53K | 0.19% | 94 |
|
|
2014
Q4 | $245K | Hold |
3,285
| – | – | 0.18% | 95 |
|
|
2014
Q3 | $216K | Hold |
3,285
| – | – | 0.16% | 98 |
|
|
2014
Q2 | $240K | Hold |
3,285
| – | – | 0.17% | 96 |
|
|
2014
Q1 | $224K | Hold |
3,285
| – | – | 0.16% | 97 |
|
|
2013
Q4 | $200K | Sell |
3,285
-205
| -6% | -$12.8K | 0.15% | 97 |
|
|
2013
Q3 | $218K | Buy |
3,490
+210
| +6% | +$13.6K | 0.17% | 95 |
|
|
2013
Q2 | $222K | Buy |
+3,280
| New | +$226K | 0.19% | 89 |
|
Other funds holding MAA
AAMU
