Tucker Asset Management LLC AMERICAN FUNDS NEW PERSPECTIVE A Transaction History

Tucker Asset Management LLC

  • $939 Billion
  • Q4 2024
Number of Shares
663
Previous 501 32.34%
Holding current value
$41.2 Million
Previous $33 Million 24.76%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
N/A
162 Added 32.34%
663 $41.2 Million
Q3 2024

Feb 03, 2025
SELL
N/A
-4,277 Reduced 89.51%
501 $33 Million
Q2 2024

Aug 09, 2024
SELL
N/A
-657 Reduced 12.09%
4,778 $298 Million
Q1 2024

Aug 09, 2024
BUY
N/A
114 Added 2.14%
5,435 $329 Million
Q4 2023

Mar 04, 2024
BUY
N/A
425 Added 8.68%
5,321 $297 Million
Q3 2023

Dec 04, 2023
BUY
N/A
4,896 New
4,896 $259 Million
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