Lodestone Wealth Management LLC CAPITAL GROUP CORE BALANCED Transaction History

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025
Number of Shares
12,886
Previous 9,858 30.72%
Holding current value
$399 Million
Previous $308 Million 29.5%
% of portfolio
0.21%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
3,028 Added 30.72%
12,886 $399 Million
Q4 2024

Jan 30, 2025
BUY
N/A
549 Added 5.9%
9,858 $308 Million
Q3 2024

Oct 29, 2024
BUY
N/A
1,951 Added 26.52%
9,309 $289 Million
Q2 2024

Jul 16, 2024
BUY
N/A
228 Added 3.2%
7,358 $219 Million
Q1 2024

Apr 30, 2024
BUY
N/A
7,130 New
7,130 $208 Million
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