Tempus Wealth Planning, LLC CAPITAL GROUP CORE BALANCED Transaction History

Tempus Wealth Planning, LLC

  • $386 Million
  • Q4 2025
Number of Shares
167,919
Previous 155,911 7.7%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 16, 2026
BUY
N/A
12,008 Added 7.7%
167,919 $0
Q3 2025

Nov 05, 2025
BUY
N/A
21,262 Added 15.79%
155,911 $0
Q2 2025

Jul 16, 2025
BUY
N/A
3,295 Added 2.51%
134,649 $0
Q1 2025

May 06, 2025
BUY
N/A
19,200 Added 17.12%
131,354 $0
Q4 2024

Jan 24, 2025
BUY
N/A
20,963 Added 22.99%
112,154 $0
Q3 2024

Oct 22, 2024
BUY
N/A
22,120 Added 32.03%
91,191 $0
Q2 2024

Jul 25, 2024
BUY
N/A
32,543 Added 89.09%
69,071 $0
Q1 2024

Apr 19, 2024
BUY
N/A
36,528 New
36,528 $0
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