Portside Wealth Group, LLC THOMSON REUTERS CORP Transaction History

Portside Wealth Group, LLC

  • $675 Billion
  • Q2 2025
Number of Shares
2,451
Previous 1,542 58.95%
Holding current value
$493 Million
Previous $266 Million 85.03%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Aug 11, 2025
BUY
N/A
909 Added 58.95%
2,451 $493 Million
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
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