Westside Investment Management, Inc. SCHWAB US TREASURY MONEY INVESTOR Transaction History

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025
Number of Shares
125,000
Previous 165,000 24.24%
Holding current value
$125 Million
Previous $165 Million 24.24%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Aug 05, 2025
SELL
N/A
-40,000 Reduced 24.24%
125,000 $125 Million
Q4 2024

Jan 17, 2025
SELL
N/A
-25,000 Reduced 13.16%
165,000 $165 Million
Q2 2024

Jul 17, 2024
BUY
N/A
190,000 New
190,000 $190 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.

Choose your preferred platform and Sign Up 👇 Telegram Email