Gerber Kawasaki Wealth & Investment Management CAPITAL GROUP CORE BALANCED Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.56 Billion
  • Q2 2025
Number of Shares
91,327
Previous 74,190 23.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
N/A
17,137 Added 23.1%
91,327 $0
Q1 2025

May 14, 2025
BUY
N/A
15,103 Added 25.56%
74,190 $0
Q4 2024

Feb 14, 2025
BUY
N/A
26,837 Added 83.22%
59,087 $0
Q3 2024

Nov 13, 2024
BUY
N/A
23,088 Added 252.0%
32,250 $0
Q2 2024

Aug 13, 2024
BUY
N/A
9,162 New
9,162 $0
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