Westside Investment Management, Inc. Purchases and Sells in Q1 2025

Westside Investment Management, Inc.

  • $469 Billion
  • Q1 2025

Top Buys

Incresed Positions

202 operations
Stock Shares change Price Range Shares Held Trade History
14.6K
+ 10.59%
$126.11 - $135.06 $1.84M - $1.98M
153K $19.7B
320
+ 0.25%
$63.17 - $81.49 $20.2K - $26.1K
128K $9.35B
13.2K
+ 95.77%
$85.7 - $93.96 $1.13M - $1.24M
26.9K $2.52B
300
+ 0.61%
$44.22 - $68.64 $13.3K - $20.6K
49.4K $3.35B
SCHWAB VALUE ADVANTAGE MONEY ULTRA
915K
+ 182.25%
N/A
1.42M $1.42B
4.8K
+ 22.31%
$137.61 - $149.68 $660K - $718K
26.3K $3.83B
View all

New Holdings

46 operations
Stock Shares change Price Range Shares Held Trade History
4.8K
New
$73.27 - $96.21 $352K - $462K
4.8K $352M
VANGUARD WELLINGTON ADMIRAL
2.17K
New
N/A
2.17K $157M
COLUMBIA TR
2.73K
New
N/A
2.73K $125M
4.44K
New
$25.12 - $26.05 $112K - $116K
4.44K $112M
2.95K
New
$22.45 - $26.94 $66.2K - $79.5K
2.95K $76.3M
4K
New
$17.36 - $17.95 $69.4K - $71.8K
4K $71.5M
View all

Top Sells

Reduced Positions

145 operations
Stock Shares change Price Range Shares Held Trade History
-3.7K
- 4.26%
$209.68 - $247.1 $776K - $914K
83.1K $18.5B
SCHWAB MUNICIPAL MONEY INV
-2.52M
- 78.89%
N/A
674K $674M
-38.4K
- 30.25%
$50.39 - $50.66 $1.93M - $1.94M
88.5K $4.48B
-12.7K
- 19.28%
$100.32 - $100.76 $1.28M - $1.28M
53.2K $5.36B
-81.6K
- 14.18%
$11.75 - $18.25 $958K - $1.49M
494K $6.41B
-47
- 0.08%
$271.18 - $303.12 $12.7K - $14.2K
57.9K $15.9B
View all

Sold Out

2 operations
Stock Shares change Price Range Shares Held Trade History
-414
Closed
$56.97 - $77.14 $23.6K - $31.9K
0 $0
-65
Closed
$157.04 - $169.58 $10.2K - $11K
0 $0
Activity Summary
Buys All Purchases 248 New Holdings 46 Increased Positions 202 Sells All Sells 147 Reductions 145 Sold out 2 Options Calls 0 Puts 0
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