Westside Investment Management, Inc. Capital Group Divid Value ETF Transaction History

Westside Investment Management, Inc.

$626 Billion
Q3 2025

A detailed history of Westside Investment Management, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 20,927 shares of CGDV stock, worth $897,349. This represents 0.14% of its overall portfolio holdings.

Number of Shares

20,927

Previous 15,380 36.07%

Holding current value

$897,349

Previous $607 Million 44.82%

% of portfolio

0.14%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$39.59 - $42.21 $219,605 - $234,138	5,547 Added 36.07%	20,927 $880 Million
Q2 2025 Aug 05, 2025	BUY	$31.93 - $39.49 $177,690 - $219,761	5,565 Added 56.7%	15,380 $607 Million
Q1 2025 Apr 25, 2025	BUY	$34.95 - $37.36 $206,729 - $220,984	5,915 Added 151.67%	9,815 $350 Million
Q4 2024 Jan 17, 2025	BUY	$35.16 - $37.12 $129,037 - $136,230	3,670 Added 1595.65%	3,900 $138 Million
Q3 2024 Nov 20, 2024	BUY	$32.96 - $36.48 $988 - $1,094	30 Added 15.0%	230 $8.38 Million

Q2 2024 Jul 17, 2024	BUY	$31.1 - $33.37 $6,220 - $6,673	200 New	200 $6.6 Million

Others Institutions Holding CGDV

# of Institutions

617

Shares Held

420M

Call Options Held

Put Options Held

8.7K

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Account

Westside Investment Management, Inc. Capital Group Divid Value ETF Transaction History