Westside Investment Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $677K | Sell |
24,565
-6,070
| -20% | -$159K | 0.1% | 165 |
|
|
2025
Q4 | $684K | Sell |
30,635
-5,440
| -15% | -$109K | 0.11% | 149 |
|
|
2025
Q3 | $698K | Sell |
36,075
-2,135
| -6% | -$38.9K | 0.11% | 150 |
|
|
2025
Q2 | $608K | Sell |
38,210
-6,160
| -14% | -$92.7K | 0.11% | 151 |
|
|
2025
Q1 | $701K | Sell |
44,370
-4,050
| -8% | -$76.7K | 0.15% | 132 |
|
|
2024
Q4 | $1.09M | Sell |
48,420
-285
| -0.6% | -$6.12K | 0.23% | 106 |
|
|
2024
Q3 | $949K | Sell |
48,705
-2,075
| -4% | -$43.3K | 0.2% | 120 |
|
|
2024
Q2 | $1.14M | Sell |
50,780
-2,330
| -4% | -$49.8K | 0.26% | 96 |
|
|
2024
Q1 | $1.09M | Sell |
53,110
-7,875
| -13% | -$157K | 0.26% | 96 |
|
|
2023
Q4 | $1.31M | Sell |
60,985
-3,225
| -5% | -$60.1K | 0.33% | 74 |
|
|
2023
Q3 | $1.21M | Sell |
64,210
-2,030
| -3% | -$39.4K | 0.35% | 75 |
|
|
2023
Q2 | $1.16M | Sell |
66,240
-2,190
| -3% | -$34.4K | 0.33% | 79 |
|
|
2023
Q1 | $1.09M | Sell |
68,430
-9,265
| -12% | -$169K | 0.32% | 83 |
|
|
2022
Q4 | $1.32K | Buy |
77,695
+6,410
| +9% | +$114K | ﹤0.01% | 249 |
|
|
2022
Q3 | $1.19K | Buy |
71,285
+1,195
| +2% | +$25.1K | ﹤0.01% | 260 |
|
|
2022
Q2 | $1.52K | Buy |
70,090
+2,625
| +4% | +$66.8K | ﹤0.01% | 247 |
|
|
2022
Q1 | $2.04K | Buy |
67,465
+8,255
| +14% | +$259K | ﹤0.01% | 241 |
|
|
2021
Q4 | $1.9K | Buy |
59,210
+1,565
| +3% | +$55.2K | ﹤0.01% | 236 |
|
|
2021
Q3 | $2.07K | Buy |
57,645
+4,610
| +9% | +$187K | ﹤0.01% | 231 |
|
|
2021
Q2 | $2.53K | Buy |
53,035
+285
| +0.5% | +$12.8K | 0.01% | 218 |
|
|
2021
Q1 | $2.21K | Sell |
52,750
-2,940
| -5% | -$111K | 0.01% | 209 |
|
|
2020
Q4 | $1.63K | Buy |
55,690
+11,590
| +26% | +$299K | ﹤0.01% | 177 |
|
|
2020
Q3 | $1.13K | Buy |
44,100
+4,780
| +12% | +$123K | ﹤0.01% | 195 |
|
|
2020
Q2 | $925 | Buy |
39,320
+5,650
| +17% | +$142K | ﹤0.01% | 183 |
|
|
2020
Q1 | $873 | Buy |
+33,670
| New | +$1.3M | ﹤0.01% | 188 |
|
|
2019
Q2 | $760 | Buy |
+18,715
| New | +$790K | ﹤0.01% | 128 |
|
|
2018
Q4 | $352K | Buy |
9,155
+3,565
| +64% | +$170K | 0.13% | 113 |
|
|
2018
Q3 | $310K | Hold |
5,590
| – | – | 0.1% | 118 |
|
|
2018
Q2 | $372K | Hold |
5,590
| – | – | 0.13% | 112 |
|
|
2018
Q1 | $406K | Hold |
5,590
| – | – | 0.22% | 99 |
|
|
2017
Q4 | $434K | Hold |
5,590
| – | – | 0.24% | 94 |
|
|
2017
Q3 | $410K | Hold |
5,590
| – | – | 0.25% | 90 |
|
|
2017
Q2 | $394K | Hold |
5,590
| – | – | 0.26% | 88 |
|
|
2017
Q1 | $380K | Buy |
5,590
+4,200
| +302% | +$308K | 0.18% | 84 |
|
|
2016
Q4 | $101K | Buy |
+1,390
| New | +$93.3K | 0.07% | 138 |
|
Other funds holding DLX
VPM
DRZID
VCM
