Westside Investment Management, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Westside Investment Management, Inc. holds 77,879 shares of SMMU stock, worth $3.9 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

77,879

Previous 79,829 2.44%

Holding current value

$3.9 Million

Previous $4.03 Billion 3.6%

% of portfolio

0.82%

Previous 0.86%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$49.74 - $50.43 $96,993 - $98,338	-1,950 Reduced 2.44%	77,879 $3.88 Billion
Q3 2024 Nov 20, 2024	BUY	$49.69 - $50.5 $128,150 - $130,239	2,579 Added 3.34%	79,829 $4.03 Billion
Q2 2024 Jul 17, 2024	SELL	$49.57 - $49.94 $128,882 - $129,844	-2,600 Reduced 3.26%	77,250 $3.85 Billion
Q1 2024 Apr 19, 2024	SELL	$49.89 - $50.18 $304,329 - $306,098	-6,100 Reduced 7.1%	79,850 $4.07 Billion
Q4 2023 Jan 12, 2024	SELL	$48.75 - $50.14 $12,187 - $12,535	-250 Reduced 0.29%	85,950 $4.3 Billion
Q3 2023 Nov 15, 2023	BUY	$48.95 - $49.66 $460,130 - $466,803	9,400 Added 12.24%	86,200 $4.22 Billion
Q2 2023 Jul 14, 2023	BUY	$49.33 - $49.85 $261,449 - $264,205	5,300 Added 7.41%	76,800 $3.8 Billion
Q1 2023 May 17, 2023	BUY	$49.23 - $49.88 $1.23 Million - $1.25 Million	25,000 Added 53.76%	71,500 $3.56 Billion
Q4 2022 Jan 31, 2023	BUY	$48.58 - $49.5 $140,882 - $143,550	2,900 Added 6.65%	46,500 $219 Million
Q3 2022 Nov 09, 2022	BUY	$48.8 - $50.02 $165,920 - $170,068	3,400 Added 8.46%	43,600 $285 Million
Q2 2022 Jul 15, 2022	BUY	$49.13 - $49.94 $393,040 - $399,520	8,000 Added 24.84%	40,200 $0
Q1 2022 Apr 25, 2022	BUY	$49.9 - $51.25 $1.61 Million - $1.65 Million	32,200 New	32,200 $0

Others Institutions Holding SMMU

# of Institutions

169

Shares Held

10.2M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

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Westside Investment Management, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History