Westshore Wealth, LLC Purchases and Sells in Q2 2025

Westshore Wealth, LLC

$256 Million
Q2 2025

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	4.39K + 101.79%	$456.74 - $568.03 $2M - $2.49M	8.7K $4.94M
LQD	9.32K + 3.97%	$105.23 - $109.61 $980K - $1.02M	244K $26.7M
VTWO	10.5K + 157.46%	$70.56 - $87.22 $741K - $916K	17.2K $1.5M
VONG	7.95K + 158.05%	$82.51 - $109.2 $656K - $868K	13K $1.42M
VONV	9.52K + 135.87%	$73.19 - $85.21 $696K - $811K	16.5K $1.41M
MSFT	3 + 0.04%	$354.56 - $497.45 $1.06K - $1.49K	6.77K $3.37M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PWR	579 New	$239.47 - $381.26 $139K - $221K	579 $218K
TTWO	900 New	$194.58 - $243.05 $175K - $219K	900 $218K
ETN	598 New	$246.52 - $356.99 $147K - $213K	598 $213K
DIS	1.71K New	$81.72 - $124.01 $140K - $212K	1.71K $212K
CCL	7.47K New	$16.43 - $28.12 $123K - $210K	7.47K $210K
DHR	1.02K New	$174.64 - $205.16 $178K - $209K	1.02K $201K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	-2.88K - 15.34%	$83.97 - $92.85 $241K - $267K	15.9K $1.4M
PFF	-2.4K - 15.06%	$29.0 - $30.68 $69.6K - $73.6K	13.5K $415K
MRK	-24 - 0.56%	$73.47 - $87.12 $1.76K - $2.09K	4.28K $338K
MOAT	-538 - 1.42%	N/A	37.3K $3.21M
HD	-99 - 8.22%	$335.24 - $380.78 $33.2K - $37.7K	1.11K $405K
ACN	-24 - 2.94%	$279.23 - $323.21 $6.7K - $7.76K	791 $236K

Activity Summary All Purchases 44 New Holdings 7 Increased Positions 37 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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