Tyler Stone Wealth Management CAPITAL GROUP CORE BALANCED Transaction History

Tyler Stone Wealth Management

  • $523 Million
  • Q1 2025
Number of Shares
18,220
Previous 13,020 39.94%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
BUY
N/A
5,200 Added 39.94%
18,220 $0
Q4 2024

Feb 11, 2025
BUY
N/A
2,780 Added 27.15%
13,020 $0
Q3 2024

Nov 04, 2024
BUY
N/A
10,240 New
10,240 $0
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