West Oak Capital LLC raised its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 11.4% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 585 shares of the CRM provider’s stock after purchasing an additional 60 shares during the quarter. […]
West Oak Capital LLC decreased its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 4.2% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 28,735 shares of the financial services provider’s stock after selling 1,250 shares during the period. West Oak Capital […]
West Oak Capital LLC cut its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 55,223 shares of the utilities provider’s stock after selling 1,165 shares during the quarter. […]
West Oak Capital LLC increased its stake in EOG Resources, Inc. (NYSE:EOG – Free Report) by 10.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,415 shares of the energy exploration company’s stock after purchasing an additional 500 shares during the quarter. […]
West Oak Capital LLC raised its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 9.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,512 shares of the conglomerate’s stock after acquiring an additional 220 shares during the […]