Westside Investment Management, Inc. VANGUARD WELLINGTON INV Transaction History

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025
Number of Shares
529
Previous 1,992 73.44%
Holding current value
$23.9 Million
Previous $83.8 Million 71.48%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Aug 05, 2025
SELL
N/A
-1,463 Reduced 73.44%
529 $23.9 Million
Q1 2025

Apr 25, 2025
SELL
N/A
-459 Reduced 18.73%
1,992 $83.8 Million
Q4 2024

Jan 17, 2025
BUY
N/A
2,451 New
2,451 $105 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