A detailed history of Western Wealth Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Western Wealth Management, LLC holds 4,432 shares of NEAR stock, worth $223,239. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,432
Previous 4,600 3.65%
Holding current value
$223,239
Previous $231,000 1.73%
% of portfolio
0.01%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$50.09 - $51.31 $8,415 - $8,620
-168 Reduced 3.65%
4,432 $227,000
Q2 2024

Jul 19, 2024

BUY
$49.93 - $50.33 $5,092 - $5,133
102 Added 2.27%
4,600 $231,000
Q1 2024

May 02, 2024

BUY
$50.23 - $50.75 $225,934 - $228,273
4,498 New
4,498 $226,000
Q3 2022

Nov 04, 2022

SELL
$49.19 - $49.38 $9,198 - $9,234
-187 Reduced 3.22%
5,621 $277,000
Q2 2022

Jul 18, 2022

SELL
$49.22 - $49.57 $281,587 - $283,589
-5,721 Reduced 49.62%
5,808 $287,000
Q1 2022

May 10, 2022

BUY
$49.51 - $49.96 $302,308 - $305,055
6,106 Added 112.59%
11,529 $571,000
Q4 2021

Feb 14, 2022

SELL
$49.93 - $50.12 $59,316 - $59,542
-1,188 Reduced 17.97%
5,423 $270,000
Q2 2021

Aug 09, 2021

BUY
$50.15 - $50.21 $51,955 - $52,017
1,036 Added 18.58%
6,611 $332,000
Q1 2021

May 14, 2021

SELL
$50.15 - $50.25 $6,318 - $6,331
-126 Reduced 2.21%
5,575 $280,000
Q4 2020

Feb 10, 2021

SELL
$50.09 - $50.18 $141,253 - $141,507
-2,820 Reduced 33.09%
5,701 $286,000
Q3 2020

Oct 27, 2020

BUY
$49.97 - $50.15 $70,107 - $70,360
1,403 Added 19.71%
8,521 $427,000
Q2 2020

Jul 20, 2020

BUY
$48.5 - $50.01 $11,446 - $11,802
236 Added 3.43%
7,118 $356,000
Q1 2020

Apr 27, 2020

BUY
$45.53 - $50.41 $107,723 - $119,270
2,366 Added 52.39%
6,882 $333,000
Q4 2019

Feb 10, 2020

SELL
$50.21 - $50.36 $121,658 - $122,022
-2,423 Reduced 34.92%
4,516 $227,000
Q3 2019

Nov 08, 2019

BUY
$50.26 - $50.34 $65,991 - $66,096
1,313 Added 23.34%
6,939 $348,000
Q2 2019

Aug 06, 2019

SELL
N/A
-510 Reduced 8.31%
5,626 $282,000
Q1 2019

May 10, 2019

SELL
N/A
-2,862 Reduced 31.81%
6,136 $307,000
Q4 2018

Feb 15, 2019

BUY
N/A
8,998 New
8,998 $446,000

Others Institutions Holding NEAR

About BLACKROCK SHORT MATURITY BOND


  • Ticker NEAR
  • Sector ETFs
  • Industry ETFs
More about NEAR
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.