Portside Wealth Group, LLC PROFESIONALLY MANAGED PORTFO Transaction History

Portside Wealth Group, LLC

57,679

Previous 41,907 37.64%

$1.82 Billion

Previous $1.4 Billion 30.65%

0.25%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	N/A	15,772 Added 37.64%	57,679 $1.82 Billion
Q3 2025 Nov 05, 2025	BUY	N/A	12,511 Added 42.56%	41,907 $1.4 Billion
Q2 2025 Aug 11, 2025	SELL	N/A	-1,567 Reduced 5.06%	29,396 $917 Million
Q1 2025 Apr 14, 2025	SELL	N/A	-1,733 Reduced 5.3%	30,963 $856 Million
Q1 2025 Apr 10, 2025	SELL	N/A	-23,426 Reduced 41.74%	32,696 $978 Million

Q4 2024 Jan 15, 2025	SELL	N/A	-1,142 Reduced 1.99%	56,122 $1.68 Billion
Q3 2024 Oct 31, 2024	BUY	N/A	11,708 Added 25.7%	57,264 $1.71 Billion
Q2 2024 Jul 18, 2024	BUY	N/A	45,556 New	45,556 $1.31 Billion

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