Portside Wealth Group, LLC PROFESIONALLY MANAGED PORTFO Transaction History

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025
Number of Shares
41,907
Previous 29,396 42.56%
Holding current value
$1.4 Billion
Previous $917 Million 52.3%
% of portfolio
0.19%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
N/A
12,511 Added 42.56%
41,907 $1.4 Billion
Q2 2025

Aug 11, 2025
SELL
N/A
-1,567 Reduced 5.06%
29,396 $917 Million
Q1 2025

Apr 14, 2025
SELL
N/A
-1,733 Reduced 5.3%
30,963 $856 Million
Q1 2025

Apr 10, 2025
SELL
N/A
-23,426 Reduced 41.74%
32,696 $978 Million
Q4 2024

Jan 15, 2025
SELL
N/A
-1,142 Reduced 1.99%
56,122 $1.68 Billion
Q3 2024

Oct 31, 2024
BUY
N/A
11,708 Added 25.7%
57,264 $1.71 Billion
Q2 2024

Jul 18, 2024
BUY
N/A
45,556 New
45,556 $1.31 Billion
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