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

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025
Number of Shares
1,053,828
Previous 1,417,144 25.64%
Holding current value
$1.05 Billion
Previous $1.42 Billion 25.64%
% of portfolio
0.2%
Previous 0.3%

Shares

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

Aug 05, 2025
SELL
N/A
-363,316 Reduced 25.64%
1,053,828 $1.05 Billion
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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