Portside Wealth Group, LLC ONESTREAM INC Transaction History

Portside Wealth Group, LLC

  • $675 Billion
  • Q2 2025
Number of Shares
31,243
Previous 20,191 54.74%
Holding current value
$884 Million
Previous $431 Million 105.2%
% of portfolio
0.13%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
11,052 Added 54.74%
31,243 $884 Million
Q1 2025

Apr 14, 2025
BUY
N/A
5,372 Added 36.25%
20,191 $431 Million
Q1 2025

Apr 10, 2025
SELL
N/A
-2,385 Reduced 13.7%
15,029 $429 Million
Q4 2024

Apr 14, 2025
SELL
N/A
-210 Reduced 1.4%
14,819 $423 Million
Q4 2024

Jan 15, 2025
SELL
N/A
-65 Reduced 0.37%
17,414 $590 Million
Q3 2024

Oct 31, 2024
BUY
N/A
17,479 New
17,479 $593 Million
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