Pines Wealth Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025
Number of Shares
19,984
Previous 17,974 11.18%
Holding current value
$673 Million
Previous $515 Million 30.78%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Jul 09, 2025
BUY
N/A
2,010 Added 11.18%
19,984 $673 Million
Q1 2025

Apr 11, 2025
SELL
N/A
-1,924 Reduced 9.67%
17,974 $515 Million
Q4 2024

Jan 14, 2025
BUY
N/A
19,898 New
19,898 $617 Million
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