Lodestone Wealth Management LLC Capital Group Intl Focus Equit Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 107,940 shares of CGXU stock, worth $2.74 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

107,940

Previous 108,264 0.3%

Holding current value

$2.74 Million

Previous $2.92 Billion 8.8%

% of portfolio

1.34%

Previous 1.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$24.67 - $26.94 $7,993 - $8,728	-324 Reduced 0.3%	107,940 $2.66 Billion
Q3 2024 Oct 29, 2024	SELL	$24.27 - $27.46 $154,332 - $174,618	-6,359 Reduced 5.55%	108,264 $2.92 Billion
Q2 2024 Jul 16, 2024	BUY	$24.83 - $26.72 $406,442 - $437,379	16,369 Added 16.66%	114,623 $2.95 Billion
Q1 2024 Apr 30, 2024	BUY	$23.16 - $25.78 $101,718 - $113,225	4,392 Added 4.68%	98,254 $2.53 Billion
Q4 2023 Jan 24, 2024	BUY	$20.91 - $23.94 $151,262 - $173,181	7,234 Added 8.35%	93,862 $2.24 Billion
Q3 2023 Oct 20, 2023	BUY	$21.47 - $24.41 $703,743 - $800,110	32,778 Added 60.87%	86,628 $1.88 Billion
Q2 2023 Jul 25, 2023	BUY	$22.48 - $24.21 $953,421 - $1.03 Million	42,412 Added 370.8%	53,850 $1.27 Billion
Q1 2023 May 15, 2023	BUY	$20.88 - $23.27 $238,825 - $266,162	11,438 New	11,438 $265 Million

Others Institutions Holding CGXU

# of Institutions

270

Shares Held

103M

Call Options Held

Put Options Held

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About CAPITAL GROUP INTL FOCUS EQUIT

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Lodestone Wealth Management LLC Capital Group Intl Focus Equit Transaction History