Pines Wealth Management, LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025
Number of Shares
14,307
Previous 14,798 3.32%
Holding current value
$414 Million
Previous $333 Million 24.29%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Jul 09, 2025
SELL
N/A
-491 Reduced 3.32%
14,307 $414 Million
Q1 2025

Apr 11, 2025
SELL
N/A
-3,794 Reduced 20.41%
14,798 $333 Million
Q4 2024

Jan 14, 2025
BUY
N/A
18,592 New
18,592 $457 Million
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