Portside Wealth Group, LLC ONESTREAM INC Transaction History

Portside Wealth Group, LLC

  • $604 Billion
  • Q1 2025
Number of Shares
15,029
Previous 17,414 13.7%
Holding current value
$429 Million
Previous $590 Million 27.39%
% of portfolio
0.07%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

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