Westshore Wealth, LLC Purchases and Sells in Q1 2025

Westshore Wealth, LLC

$233 Million
Q1 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	3.74K + 649.57%	$507.05 - $563.67 $1.89M - $2.11M	4.31K $2.21M
LQD	20.2K + 9.44%	$105.1 - $109.61 $2.13M - $2.22M	235K $25.5M
GOVT	39.2K + 12.07%	$22.25 - $23.0 $871K - $901K	364K $8.36M
VGLT	22.1K + 16.46%	$53.99 - $58.43 $1.19M - $1.29M	156K $9M
META	822 + 27.62%	$576.36 - $736.67 $474K - $606K	3.8K $2.19M
PG	1.01K + 55.7%	$158.56 - $176.26 $160K - $177K	2.81K $479K

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSEW	9.98K New	$74.34 - $81.0 $742K - $808K	9.98K $758K
VONV	7K New	$80.21 - $86.14 $562K - $603K	7K $578K
VTWO	6.67K New	$80.08 - $92.93 $534K - $620K	6.67K $538K
VONG	5.03K New	$92.71 - $107.38 $466K - $540K	5.03K $466K
SLB	6.52K New	$38.4 - $43.74 $250K - $285K	6.52K $272K
SPOT	400 New	$457.79 - $648.32 $183K - $259K	400 $220K

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-3.79K - 3.43%	$551.42 - $612.93 $2.09M - $2.32M	107K $59.7M
NOW	-1.81K - 29.36%	$783.83 - $1170.39 $1.42M - $2.12M	4.36K $3.47M
IWM	-632 - 1.04%	$198.1 - $229.79 $125K - $145K	60.2K $12M
IWF	-1.22K - 2.59%	$360.07 - $417.26 $437K - $507K	45.6K $16.5M
IWR	-3.14K - 4.36%	$82.81 - $92.93 $260K - $291K	68.8K $5.85M
IWD	-1.25K - 1.22%	$182.82 - $196.21 $229K - $245K	101K $19M

Activity Summary All Purchases 39 New Holdings 9 Increased Positions 30 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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