Blue Oak Capital, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Blue Oak Capital, LLC opened 2 positions, added to 4, reduced 1, sold out of 2 and left 2 unchanged. The largest increase in value was AAPL (+$691,265); the largest decrease was BOX (-$524,620).
- AAPL: Country of operation United States; Class COM; Shares 2025-03-31 4,864; Shares 2025-06-30 8,635.
- AMZN: Country of operation United States; Class COM; Shares 2025-03-31 1,845; Shares 2025-06-30 1,865.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-03-31 1,870; Shares 2025-06-30 1,971.
- JNJ: Country of operation United States; Class COM; Shares 2025-03-31 1,390; Shares 2025-06-30 1,415.
Two Form 13F-HR filings compared (SEC CIK 1307125): 2025-03-31 (filed 2025-06-06) and 2025-06-30 (filed 2025-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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