West Oak Capital, LLC AAPL Holdings History
Number of Shares
28,502.00
Current Holdings Value*
$5.85 Mil
% of Portfolio
2.65%
Total Estimate Gain
$8.49 Mil
% of Total Estimate Gain
335.63%
West Oak Capital, LLC's Apple Inc Holding Summary
As of 2025-06-30, West Oak Capital, LLC held 28,502.00 shares of Apple Inc(AAPL), totaling $5.85 Mil. This investment constitutes 2.65% of their stock portfolio, and West Oak Capital, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then West Oak Capital, LLC has made 13 purchases of AAPL, at an average price of $26.47, for a total of 95,586.00 shares. In addition, there have been 31 sales at an average price of $73.50 for 67,084.00 shares. Based on historical transaction data and AAPL's current price of $213.76, West Oak Capital, LLC's estimated gain on his AAPL holdings is $8.49 Mil, reflecting a 335.63% gain to date.
West Oak Capital, LLC AAPL ($213.76) Holding Chart
West Oak Capital, LLC AAPL ($213.76) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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