Westside Investment Management, Inc. Purchases and Sells in Q2 2025

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025

Top Buys

Incresed Positions

368 operations
Stock Shares change Price Range Shares Held Trade History
1.06K
+ 4.21%
$354.56 - $497.45 $377K - $528K
26.3K $13.1B
879
+ 6.22%
$484.66 - $738.09 $426K - $649K
15K $11B
359
+ 1.42%
$146.29 - $275.65 $52.5K - $99K
25.6K $6.92B
5.84K
+ 16.55%
$94.31 - $157.99 $551K - $923K
41.1K $6.37B
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
2.33M
+ 444.21%
N/A
2.85M $2.85B
950
+ 1.76%
$167.32 - $223.3 $159K - $212K
55.1K $12.1B
View all

New Holdings

364 operations
Stock Shares change Price Range Shares Held Trade History
SCHWAB TREASURY OBLIG MONEY INV
706K
New
N/A
706K $706M
PGIM AAA
10.2K
New
N/A
10.2K $524M
7.21K
New
$53.36 - $61.57 $385K - $444K
7.21K $444M
THORNBURG INTERMEDIATE MUNICIPAL INST
34.2K
New
N/A
34.2K $443M
EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32
300K
New
N/A
300K $311M
TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26
250K
New
N/A
250K $258M
View all

Top Sells

Reduced Positions

120 operations
Stock Shares change Price Range Shares Held Trade History
-1.78K
- 30.88%
$496.48 - $617.85 $884K - $1.1M
3.99K $2.46B
-14.8K
- 16.77%
$50.36 - $50.68 $747K - $752K
73.6K $3.73B
-14.5K
- 45.66%
$50.41 - $51.17 $728K - $739K
17.2K $879M
-67.8K
- 76.04%
$2.31 - $8.26 $157K - $560K
21.4K $49.4M
SCHWAB PRIME ADVANTAGE MONEY ULTRA
-363K
- 25.64%
N/A
1.05M $1.05B
TRANSAMERICA INTERMEDIATE MUNI I
-31.8K
- 75.61%
N/A
10.3K $107M
View all

Sold Out

2 operations
Stock Shares change Price Range Shares Held Trade History
-737
Closed
$102.02 - $103.5 $75.2K - $76.3K
0 $0
-250
Closed
$8.72 - $11.47 $2.18K - $2.87K
0 $0
Activity Summary
Buys All Purchases 732 New Holdings 364 Increased Positions 368 Sells All Sells 122 Reductions 120 Sold out 2 Options Calls 0 Puts 0
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