Westside Investment Management, Inc. SCHWAB VALUE ADVANTAGE MONEY ULTRA Transaction History

Westside Investment Management, Inc.

  • $469 Billion
  • Q1 2025
Number of Shares
1,417,144
Previous 502,085 182.25%
Holding current value
$1.42 Billion
Previous $502 Million 182.25%
% of portfolio
0.3%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
N/A
915,059 Added 182.25%
1,417,144 $1.42 Billion
Q4 2024

Jan 17, 2025
SELL
N/A
-160,000 Reduced 24.17%
502,085 $502 Million
Q2 2024

Jul 17, 2024
SELL
N/A
-120,000 Reduced 15.34%
662,085 $662 Million
Q1 2024

Apr 19, 2024
BUY
N/A
782,085 New
782,085 $782 Million
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