Fsm Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 146,006 shares of CGGO stock, worth $4.15 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
146,006
Previous 142,190 2.68%
Holding current value
$4.15 Million
Previous $4.29 Million 0.54%
% of portfolio
1.05%
Previous 1.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$29.21 - $30.67 $111,465 - $117,036
3,816 Added 2.68%
146,006 $4.26 Million
Q3 2024

Oct 30, 2024
BUY
$27.25 - $30.52 $55,998 - $62,718
2,055 Added 1.47%
142,190 $4.29 Million
Q2 2024

Jul 12, 2024
BUY
$27.26 - $30.04 $38,709 - $42,656
1,420 Added 1.02%
140,135 $4.13 Million
Q1 2024

May 14, 2024
SELL
$25.15 - $28.93 $562,831 - $647,424
-22,379 Reduced 13.89%
138,715 $3.99 Million
Q4 2023

May 14, 2024
BUY
$22.13 - $25.85 $1.11 Million - $1.29 Million
50,047 Added 45.07%
161,094 $4.14 Million
Q3 2023

Nov 14, 2023
BUY
$22.72 - $24.86 $415,412 - $454,540
18,284 Added 19.71%
111,047 $2.55 Million
Q2 2023

Jul 12, 2023
BUY
$22.96 - $24.47 $99,715 - $106,273
4,343 Added 4.91%
92,763 $2.25 Million
Q1 2023

Apr 24, 2023
SELL
$21.09 - $23.13 $39,290 - $43,091
-1,863 Reduced 2.06%
88,420 $2.04 Million
Q4 2022

Jan 19, 2023
BUY
$18.69 - $22.11 $903,661 - $1.07 Million
48,350 Added 115.3%
90,283 $0
Q3 2022

Oct 24, 2022
BUY
$18.7 - $22.43 $306,193 - $367,268
16,374 Added 64.06%
41,933 $784,000
Q2 2022

Aug 12, 2022
BUY
$19.46 - $24.7 $497,378 - $631,307
25,559 New
25,559 $558,000

Others Institutions Holding CGGO

# of Institutions
305
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP GLOBAL GROWTH EQ

CGGO Quotes by TradingView
  • Ticker CGGO
  • Sector ETFs
  • Industry ETFs
More about CGGO
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