Westside Investment Management, Inc. FIDELITY 500 INDEX Transaction History

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025
Number of Shares
560
Previous 558 0.36%
Holding current value
$121 Million
Previous $110 Million 10.4%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 05, 2025
BUY
N/A
2 Added 0.36%
560 $121 Million
Q4 2024

Jan 17, 2025
BUY
N/A
4 Added 0.72%
558 $114 Million
Q3 2024

Nov 20, 2024
BUY
N/A
2 Added 0.36%
554 $105 Million
Q2 2024

Jul 17, 2024
BUY
N/A
2 Added 0.36%
552 $105 Million
Q4 2023

Jan 12, 2024
BUY
N/A
550 New
550 $91.2 Million
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