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West Oak Capital, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Ava Hoppe | 24 October, 2023

The second quarter of 2023 showed numerous changes in the holdings of West Oak Capital, LLC. These changes were further highlighted in the third quarter of 2023. Let's take a closer look at the changes in their 13F holdings comparison for this period.

Jefferies Group Inc New

One of the companies in which West Oak Capital, LLC increased their holdings was Jefferies Group Inc New. They maintained the same number of shares in both the second quarter and third quarter of 2023 at 918,881 shares. However, there was a significant decrease in the value of their holdings from $30,479,000 to $33,000, a decrease of 99.9%.

Nvidia Corp

Nvidia Corp was another company in which West Oak Capital, LLC made changes to their holdings. In the second quarter of 2023, they held 15,120 shares. However, in the third quarter, they reduced their holdings to 14,075 shares. The value of their holdings also decreased from $6,396,000 to $6,000, a decrease of 99.9%.

Apple Computer Inc

West Oak Capital, LLC also made adjustments to their holdings in Apple Computer Inc. In the second quarter of 2023, they held 29,152 shares, which decreased slightly to 28,911 shares in the following quarter. The value of their holdings remained relatively stable at $5,654,000 and decreased by only 0.1%.

Broadcom Ltd

Another company in which West Oak Capital, LLC made changes to their holdings was Broadcom Ltd. Their holdings in this company remained relatively unchanged, with 5,214 shares in the second quarter and 5,172 shares in the third quarter of 2023. The value of their holdings also remained stable at $4,522,000, with a slight decrease of 0.1%.

Microsoft Corp

West Oak Capital, LLC maintained a consistent number of holdings in Microsoft Corp, with 13,386 shares in the second quarter and 13,420 shares in the third quarter of 2023. The value of their holdings also showed minimal change, decreasing slightly from $4,558,000 to $4,000, a decrease of 99.9%.

Lilly Eli & Company

West Oak Capital, LLC reduced their holdings in Lilly Eli & Company from 7,992 shares in the second quarter of 2023 to 7,729 shares in the third quarter. The value of their holdings also decreased from $3,748,000 to $4,000, a decrease of 99.9%.

These are just a few examples of the changes that occurred in West Oak Capital, LLC's 13F holdings during the second and third quarters of 2023. It's important to note that these changes reflect the dynamic nature of the financial market and the strategies employed by investment firms to optimize their portfolios.

Although these changes highlight the fluctuations in holdings, it is essential to remember that the decision-making process behind them is influenced by various factors, including market conditions, company performance, and strategic investment goals.

As the market evolves, West Oak Capital, LLC will continue to adapt its portfolio to ensure optimum performance and generate maximum returns for its clients. Understanding these changes provides valuable insights into the investment landscape and the strategies employed by leading investment firms.

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