Long View Wealth Management CAPITAL GROUP CORE BALANCED Transaction History

Long View Wealth Management

245,039

Previous 192,256 27.45%

$8.89 Billion

Previous $6.68 Billion 33.11%

2.15%

Previous 1.81%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	N/A	52,783 Added 27.45%	245,039 $8.89 Billion
Q3 2025 Oct 14, 2025	BUY	N/A	33,419 Added 21.04%	192,256 $6.68 Billion
Q2 2025 Jul 11, 2025	BUY	N/A	24,473 Added 18.21%	158,837 $5.31 Billion
Q1 2025 Apr 21, 2025	BUY	N/A	25,599 Added 23.54%	134,364 $4.16 Billion
Q4 2024 Jan 15, 2025	BUY	N/A	36,645 Added 50.81%	108,765 $3.4 Billion

Q3 2024 Oct 09, 2024	BUY	N/A	43,636 Added 153.19%	72,120 $2.24 Billion
Q2 2024 Jul 22, 2024	BUY	N/A	10,891 Added 61.91%	28,484 $847 Million
Q1 2024 Apr 16, 2024	BUY	N/A	17,593 New	17,593 $512 Million

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