Long View Wealth Management CAPITAL GROUP DIVIDEND GROWE Transaction History

Long View Wealth Management

  • $369 Billion
  • Q3 2025
Number of Shares
98,491
Previous 70,579 39.55%
Holding current value
$3.41 Billion
Previous $2.37 Billion 43.78%
% of portfolio
0.92%
Previous 0.72%

Shares

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

Oct 14, 2025
BUY
N/A
27,912 Added 39.55%
98,491 $3.41 Billion
Q2 2025

Jul 11, 2025
BUY
N/A
17,487 Added 32.94%
70,579 $2.37 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
11,665 Added 28.16%
53,092 $1.64 Billion
Q4 2024

Jan 15, 2025
BUY
N/A
26,483 Added 177.21%
41,427 $1.23 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
14,944 New
14,944 $459 Million
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