Portside Wealth Group, LLC ONESTREAM INC Transaction History

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025
Number of Shares
25,876
Previous 31,243 17.18%
Holding current value
$477 Million
Previous $884 Million 46.06%
% of portfolio
0.07%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
N/A
-5,367 Reduced 17.18%
25,876 $477 Million
Q2 2025

Aug 11, 2025
BUY
N/A
11,052 Added 54.74%
31,243 $884 Million
Q1 2025

Apr 14, 2025
BUY
N/A
5,372 Added 36.25%
20,191 $431 Million
Q1 2025

Apr 10, 2025
SELL
N/A
-2,385 Reduced 13.7%
15,029 $429 Million
Q4 2024

Apr 14, 2025
SELL
N/A
-210 Reduced 1.4%
14,819 $423 Million
Q4 2024

Jan 15, 2025
SELL
N/A
-65 Reduced 0.37%
17,414 $590 Million
Q3 2024

Oct 31, 2024
BUY
N/A
17,479 New
17,479 $593 Million
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