Westside Investment Management, Inc. Purchases and Sells in Q3 2025

Westside Investment Management, Inc.

  • $626 Billion
  • Q3 2025

Top Buys

Incresed Positions

593 operations
Stock Shares change Price Range Shares Held Trade History
2.07K
+ 2.48%
$202.38 - $256.87 $419K - $532K
85.7K $21.9B
776
+ 1.65%
$174.36 - $254.72 $135K - $198K
47.7K $11.6B
6
+ 0.02%
$175.16 - $255.24 $1.05K - $1.53K
32.6K $7.95B
4.23K
+ 10.29%
$153.3 - $186.58 $649K - $790K
45.4K $8.49B
393
+ 1.53%
$264.74 - $369.57 $104K - $145K
26K $8.63B
539
+ 0.93%
$303.93 - $329.86 $164K - $178K
58.5K $19.2B
View all

New Holdings

155 operations
Stock Shares change Price Range Shares Held Trade History
SCHWAB MUNICIPAL MONEY ULTRA
7.99M
New
N/A
7.99M $7.99B
AMERICAN FUNDS FUNDAMENTAL INVS A
16K
New
N/A
16K $1.5B
AMERICAN FUNDS INCOME FUND OF AMER A
32.2K
New
N/A
32.2K $887M
FRANKLIN CA TAX FREE INCOME A1
106K
New
N/A
106K $711M
AMERICAN FUNDS CAPITAL INCOME BLDR A
7.59K
New
N/A
7.59K $603M
AELUMA INC
33.1K
New
N/A
33.1K $533M
View all

Top Sells

Reduced Positions

116 operations
Stock Shares change Price Range Shares Held Trade History
-66.7K
- 23.87%
$0.72 - $5.25 $48K - $350K
213K $193M
-195
- 0.42%
$37.4 - $48.23 $7.29K - $9.4K
46.7K $1.75B
-10K
- 25.0%
$20.07 - $20.17 $201K - $202K
30K $603M
-1.1K
- 7.09%
$65.64 - $78.22 $71.9K - $85.7K
14.4K $962M
-25
- 0.16%
N/A
15.6K $1.37B
-4K
- 6.02%
$43.36 - $44.8 $173K - $179K
62.5K $2.78B
View all
Activity Summary
Buys All Purchases 748 New Holdings 155 Increased Positions 593 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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