Western Wealth Management, LLC Capital Group Core Plus Income Transaction History

Western Wealth Management, LLC

$1.8 Billion
Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Western Wealth Management, LLC holds 122,399 shares of CGCP stock, worth $2.77 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

122,399

Previous 122,245 0.13%

Holding current value

$2.77 Million

Previous $2.75 Million 1.09%

% of portfolio

0.15%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$22.27 - $22.95 $3,429 - $3,534	154 Added 0.13%	122,399 $2.78 Million
Q2 2025 Aug 08, 2025	SELL	$21.92 - $22.56 $304,249 - $313,132	-13,880 Reduced 10.2%	122,245 $2.75 Million
Q1 2025 Apr 23, 2025	BUY	$21.94 - $22.64 $132,188 - $136,406	6,025 Added 4.63%	136,125 $3.06 Million
Q4 2024 Apr 15, 2025	BUY	$22.13 - $23.17 $2.88 Million - $3.01 Million	130,100 New	130,100 $2.89 Million
Q3 2024 Nov 12, 2024	BUY	$22.12 - $23.31 $589,918 - $621,654	26,669 Added 45.59%	85,165 $1.97 Million

Q2 2024 Jul 19, 2024	BUY	$21.83 - $22.48 $618,618 - $637,038	28,338 Added 93.97%	58,496 $1.3 Million
Q1 2024 May 02, 2024	BUY	$22.27 - $22.91 $312,069 - $321,037	14,013 Added 86.79%	30,158 $677,000
Q4 2023 Jan 31, 2024	BUY	$21.01 - $22.93 $339,206 - $370,204	16,145 New	16,145 $366,000

Others Institutions Holding CGCP

# of Institutions

287

Shares Held

210M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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Industry ETFs

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Western Wealth Management, LLC Capital Group Core Plus Income Transaction History