Cwm, LLC CAPITAL GROUP CORE BALANCED Transaction History

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Number of Shares
2,207,565
Previous 715,313 208.62%
Holding current value
$73.8 Million
Previous $22.2 Million 233.13%
% of portfolio
0.26%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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