Westside Investment Management, Inc. CAPITAL GROUP Transaction History

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025
Number of Shares
108,068
Previous 99,536 8.57%
Holding current value
$3.61 Billion
Previous $3.08 Billion 17.19%
% of portfolio
0.67%
Previous 0.66%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
8,532 Added 8.57%
108,068 $3.61 Billion
Q1 2025

Apr 25, 2025
BUY
N/A
12,340 Added 14.15%
99,536 $3.08 Billion
Q4 2024

Jan 17, 2025
BUY
N/A
26,079 Added 42.67%
87,196 $2.73 Billion
Q3 2024

Nov 20, 2024
BUY
N/A
17,187 Added 39.12%
61,117 $1.9 Billion
Q2 2024

Jul 17, 2024
BUY
N/A
16,600 Added 60.74%
43,930 $1.31 Billion
Q1 2024

Apr 19, 2024
BUY
N/A
27,330 New
27,330 $796 Million
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