Cwm, LLC CAPITAL GROUP CORE BALANCED Transaction History

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Number of Shares
2,050,753
Previous 2,207,565 7.1%
Holding current value
$71.2 Million
Previous $73.8 Million 3.55%
% of portfolio
0.21%
Previous 0.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
N/A
-156,812 Reduced 7.1%
2,050,753 $71.2 Million
Q2 2025

Jul 25, 2025
BUY
N/A
1,492,252 Added 208.62%
2,207,565 $73.8 Million
Q1 2025

May 01, 2025
BUY
N/A
650,654 Added 1006.29%
715,313 $22.2 Million
Q4 2024

Feb 04, 2025
BUY
N/A
15,555 Added 31.68%
64,659 $2.02 Million
Q3 2024

Oct 08, 2024
BUY
N/A
9,754 Added 24.79%
49,104 $1.53 Million
Q2 2024

Jul 09, 2024
BUY
N/A
17,769 Added 82.34%
39,350 $1.17 Million
Q1 2024

Apr 05, 2024
BUY
N/A
16,793 Added 350.73%
21,581 $628,000
Q4 2023

Feb 01, 2024
BUY
N/A
4,788 New
4,788 $131,000
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