Capital Management Associates, Inc CAPITAL GROUP CORE BALANCED Transaction History

Capital Management Associates, Inc

  • $316 Billion
  • Q2 2025
Number of Shares
186,189
Previous 312,794 40.48%
Holding current value
$6.23 Billion
Previous $9.69 Billion 35.75%
% of portfolio
1.97%
Previous 2.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
N/A
-126,605 Reduced 40.48%
186,189 $6.23 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
208,465 Added 199.82%
312,794 $9.69 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
63,513 Added 155.61%
104,329 $3.26 Billion
Q3 2024

Oct 23, 2024
BUY
N/A
40,816 New
40,816 $1.27 Billion
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