Long View Wealth Management CAPITAL GROUP NEW GEOGRAPHY Transaction History

Long View Wealth Management

  • $414 Billion
  • Q4 2025
Number of Shares
50,896
Previous 31,528 61.43%
Holding current value
$1.71 Billion
Previous $974 Million 75.17%
% of portfolio
0.41%
Previous 0.26%

Shares

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

Jan 13, 2026
BUY
N/A
19,368 Added 61.43%
50,896 $1.71 Billion
Q3 2025

Oct 14, 2025
BUY
N/A
12,179 Added 62.94%
31,528 $974 Million
Q2 2025

Jul 11, 2025
SELL
N/A
-2,998 Reduced 13.42%
19,349 $557 Million
Q1 2025

Apr 21, 2025
BUY
N/A
3,829 Added 20.68%
22,347 $562 Million
Q4 2024

Jan 15, 2025
BUY
N/A
18,518 New
18,518 $459 Million
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