Fsm Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History

Fsm Wealth Advisors, LLC

$281 Million
Q1 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 138,715 shares of CGGO stock, worth $4.17 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

138,715

Previous 161,094 13.89%

Holding current value

$4.17 Million

Previous $4.14 Million 3.62%

% of portfolio

1.42%

Previous 1.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$25.15 - $28.93 $562,831 - $647,424	-22,379 Reduced 13.89%	138,715 $3.99 Million
Q4 2023 May 14, 2024	BUY	$22.13 - $25.85 $1.11 Million - $1.29 Million	50,047 Added 45.07%	161,094 $4.14 Million
Q3 2023 Nov 14, 2023	BUY	$22.72 - $24.86 $415,412 - $454,540	18,284 Added 19.71%	111,047 $2.55 Million
Q2 2023 Jul 12, 2023	BUY	$22.96 - $24.47 $99,715 - $106,273	4,343 Added 4.91%	92,763 $2.25 Million
Q1 2023 Apr 24, 2023	SELL	$21.09 - $23.13 $39,290 - $43,091	-1,863 Reduced 2.06%	88,420 $2.04 Million

Q4 2022 Jan 19, 2023	BUY	$19.41 - $22.11 $938,473 - $1.07 Million	48,350 Added 115.3%	90,283 $0
Q3 2022 Oct 24, 2022	BUY	$19.11 - $22.43 $312,907 - $367,268	16,374 Added 64.06%	41,933 $784,000
Q2 2022 Aug 12, 2022	BUY	$19.46 - $24.7 $497,378 - $631,307	25,559 New	25,559 $558,000

Others Institutions Holding CGGO

# of Institutions

215

Shares Held

79.6M

Call Options Held

Put Options Held

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About CAPITAL GROUP GLOBAL GROWTH EQ

Ticker CGGO
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Fsm Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History