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

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025
Number of Shares
861,958
Previous 674,262 27.84%
Holding current value
$862 Million
Previous $674 Million 27.84%
% of portfolio
0.16%
Previous 0.14%

Shares

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