Long View Wealth Management CAPITAL GROUP CORE BALANCED Transaction History

Long View Wealth Management

  • $333 Billion
  • Q1 2025
Number of Shares
134,364
Previous 108,765 23.54%
Holding current value
$4.16 Billion
Previous $3.4 Billion 22.39%
% of portfolio
1.25%
Previous 1.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
25,599 Added 23.54%
134,364 $4.16 Billion
Q4 2024

Jan 15, 2025
BUY
N/A
36,645 Added 50.81%
108,765 $3.4 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
43,636 Added 153.19%
72,120 $2.24 Billion
Q2 2024

Jul 22, 2024
BUY
N/A
10,891 Added 61.91%
28,484 $847 Million
Q1 2024

Apr 16, 2024
BUY
N/A
17,593 New
17,593 $512 Million
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