Portside Wealth Group, LLC THOMSON REUTERS CORP Transaction History

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025
Number of Shares
1,542
Previous 1,730 10.87%
Holding current value
$266 Million
Previous $277 Million 3.98%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Apr 14, 2025
SELL
N/A
-188 Reduced 10.87%
1,542 $266 Million
Q1 2025

Apr 10, 2025
BUY
N/A
20 Added 1.17%
1,730 $277 Million
Q4 2024

Jan 15, 2025
SELL
N/A
-18 Reduced 1.04%
1,710 $292 Million
Q3 2024

Oct 31, 2024
SELL
N/A
-19 Reduced 1.09%
1,728 $295 Million
Q2 2024

Jul 18, 2024
SELL
N/A
-12 Reduced 0.68%
1,747 $294 Million
Q1 2024

Apr 17, 2024
BUY
N/A
32 Added 1.85%
1,759 $274 Million
Q4 2023

Jan 16, 2024
SELL
N/A
-29 Reduced 1.65%
1,727 $253 Million
Q3 2023

Oct 27, 2023
BUY
N/A
127 Added 7.8%
1,756 $217 Million
Q2 2023

Sep 01, 2023
SELL
N/A
-52,128 Reduced 96.97%
1,629 $220 Million
Q2 2023

Aug 01, 2023
BUY
N/A
53,757 New
53,757 $0
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email