Quantum Financial Planning Services, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Quantum Financial Planning Services, Inc.

  • $276 Billion
  • Q4 2025
Number of Shares
319,107
Previous 277,016 15.19%
Holding current value
$11.3 Billion
Previous $9.62 Billion 17.22%
% of portfolio
4.09%
Previous 3.89%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
N/A
42,091 Added 15.19%
319,107 $11.3 Billion
Q3 2025

Oct 14, 2025
BUY
N/A
39,301 Added 16.53%
277,016 $9.62 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
226,977 Added 2113.77%
237,715 $7.95 Billion
Q1 2025

May 08, 2025
SELL
N/A
-9,304 Reduced 46.42%
10,738 $333 Million
Q4 2024

Jan 23, 2025
BUY
N/A
20,042 New
20,042 $627 Million
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