Kwb Wealth CAPITAL GROUP CORE BALANCED Transaction History

Kwb Wealth

  • $882 Million
  • Q3 2025
Number of Shares
365,843
Previous 232,371 57.44%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 07, 2025
BUY
N/A
133,472 Added 57.44%
365,843 $0
Q2 2025

Jul 16, 2025
BUY
N/A
94,064 Added 68.01%
232,371 $0
Q1 2025

Apr 10, 2025
BUY
N/A
117,697 Added 571.07%
138,307 $0
Q4 2024

Jan 13, 2025
BUY
N/A
20,610 New
20,610 $0
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