Trueblood Wealth Management, LLC CAPITAL GROUP DIVIDEND GROWE Transaction History

Trueblood Wealth Management, LLC

  • $216 Billion
  • Q1 2025
Number of Shares
42,105
Previous 27,980 50.48%
Holding current value
$1.3 Billion
Previous $829 Million 56.88%
% of portfolio
0.6%
Previous 0.41%

Shares

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

Apr 15, 2025
BUY
N/A
14,125 Added 50.48%
42,105 $1.3 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
9,665 Added 52.77%
27,980 $829 Million
Q3 2024

Oct 23, 2024
BUY
N/A
4,927 Added 36.8%
18,315 $563 Million
Q2 2024

Aug 07, 2024
BUY
N/A
5,474 Added 69.17%
13,388 $381 Million
Q1 2024

Apr 26, 2024
BUY
N/A
7,914 New
7,914 $227 Million
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