Westside Investment Management, Inc. SCHWAB MUNICIPAL MONEY INV Transaction History

Westside Investment Management, Inc.

1,306,134

Previous 861,958 51.53%

$1.31 Billion

Previous $862 Million 51.53%

0.21%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	N/A	444,176 Added 51.53%	1,306,134 $1.31 Billion
Q2 2025 Aug 05, 2025	BUY	N/A	187,696 Added 27.84%	861,958 $862 Million
Q1 2025 Apr 25, 2025	SELL	N/A	-2,520,115 Reduced 78.89%	674,262 $674 Million
Q4 2024 Jan 17, 2025	BUY	N/A	2,657,306 Added 494.78%	3,194,377 $3.19 Billion
Q3 2024 Nov 20, 2024	BUY	N/A	90,902 Added 20.37%	537,071 $537 Million

Q2 2024 Jul 17, 2024	BUY	N/A	446,169 New	446,169 $446 Million

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