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West Oak Capital’s Visa V Stock Holding History

West Oak Capital’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.85K Hold
1,930
– – 0.27% 69
2025
Q1 		$6.76K Sell
1,930
-40
-2% -$140 0.26% 70
2024
Q4 		$6.23M Hold
1,970
– – 0.22% 72
2024
Q3 		$5.42K Buy
1,970
+40
+2% +$110 0.1% 76
2024
Q2 		$507K Hold
1,930
– – 0.2% 76
2024
Q1 		$539K Hold
1,930
– – 0.23% 74
2023
Q4 		$510K Hold
1,930
– – 0.24% 76
2023
Q3 		$444K Hold
1,930
– – 0.22% 79
2023
Q2 		$458K Hold
1,930
– – 0.22% 80
2023
Q1 		$435K Buy
1,930
+300
+18% +$67.6K 0.22% 82
2022
Q4 		$339K Sell
1,630
-300
-16% -$62.4K 0.18% 92
2022
Q3 		$343K Hold
1,930
– – 0.19% 88
2022
Q2 		$380K Sell
1,930
-150
-7% -$29.5K 0.2% 90
2022
Q1 		$461K Sell
2,080
-110
-5% -$24.4K 0.21% 85
2021
Q4 		$475K Sell
2,190
-90
-4% -$19.5K 0.17% 88
2021
Q3 		$508K Sell
2,280
-15
-0.7% -$3.34K 0.2% 83
2021
Q2 		$537K Sell
2,295
-30
-1% -$7.02K 0.21% 81
2021
Q1 		$492K Sell
2,325
-50
-2% -$10.6K 0.21% 81
2020
Q4 		$519K Sell
2,375
-85
-3% -$18.6K 0.24% 79
2020
Q3 		$492K Sell
2,460
-235
-9% -$47K 0.27% 71
2020
Q2 		$521K Buy
2,695
+50
+2% +$9.67K 0.3% 71
2020
Q1 		$426K Hold
2,645
– – 0.29% 73
2019
Q4 		$497K Sell
2,645
-200
-7% -$37.6K 0.28% 79
2019
Q3 		$489K Buy
2,845
+145
+5% +$24.9K 0.29% 76
2019
Q2 		$469K Hold
2,700
– – 0.28% 78
2019
Q1 		$422K Buy
2,700
+115
+4% +$18K 0.26% 82
2018
Q4 		$341K Sell
2,585
-407
-14% -$53.7K 0.24% 87
2018
Q3 		$449K Buy
2,992
+145
+5% +$21.8K 0.26% 86
2018
Q2 		$377K Sell
2,847
-235
-8% -$31.1K 0.23% 88
2018
Q1 		$369K Hold
3,082
– – 0.22% 92
2017
Q4 		$351K Hold
3,082
– – 0.22% 95
2017
Q3 		$324K Sell
3,082
-507
-14% -$53.4K 0.19% 103
2017
Q2 		$337K Hold
3,589
– – 0.2% 99
2017
Q1 		$319K Buy
3,589
+598
+20% +$53.1K 0.2% 96
2016
Q4 		$233K Sell
2,991
-100
-3% -$7.8K 0.16% 106
2016
Q3 		$256K Buy
3,091
+1,557
+101% +$129K 0.18% 103
2016
Q2 		$114K Buy
1,534
+1,090
+245% +$80.8K 0.08% 130
2016
Q1 		$34K Sell
444
-724
-62% -$55.4K 0.03% 161
2015
Q4 		$90.6K Hold
1,168
– – 0.07% 129
2015
Q3 		$81.4K Hold
1,168
– – 0.07% 135
2015
Q2 		$78.4K Buy
1,168
+300
+35% +$20.1K 0.06% 134
2015
Q1 		$56.8K Hold
868
– – 0.04% 143
2014
Q4 		$56.9K Buy
868
+584
+206% +$38.3K 0.04% 144
2014
Q3 		$15.1K Hold
284
– – 0.01% 188
2014
Q2 		$15K Hold
284
– – 0.01% 191
2014
Q1 		$15.3K Hold
284
– – 0.01% 190
2013
Q4 		$15.8K Hold
284
– – 0.01% 186
2013
Q3 		$13.6K Buy
284
+140
+97% +$6.69K 0.01% 187
2013
Q2 		$6.58K Buy
+144
New +$6.58K 0.01% 208