Number of Shares
29,156
Previous 29,396 0.82%
Holding current value
$2.59 Billion
Previous $2.13 Billion 21.7%
% of portfolio
0.55%
Previous 0.49%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 20, 2024

SELL
N/A
-240 Reduced 0.82%
29,156 $2.59 Billion
Q2 2024

Jul 17, 2024

SELL
N/A
-227 Reduced 0.77%
29,396 $2.13 Billion
Q1 2024

Apr 19, 2024

SELL
N/A
-11,527 Reduced 28.01%
29,623 $1.8 Billion
Q4 2023

Jan 12, 2024

BUY
N/A
3,120 Added 8.2%
41,150 $1.79 Billion
Q3 2023

Nov 15, 2023

BUY
N/A
2,175 Added 6.07%
38,030 $1.24 Billion
Q2 2023

Jul 14, 2023

SELL
N/A
-1,971 Reduced 5.21%
35,855 $1.83 Billion
Q1 2023

May 17, 2023

BUY
N/A
808 Added 2.18%
37,826 $1.44 Billion
Q4 2022

Jan 31, 2023

BUY
N/A
8,111 Added 28.06%
37,018 $1.3 Million
Q3 2022

Nov 09, 2022

BUY
N/A
28,907 New
28,907 $1.01 Million
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.