AWC
Adamsbrown Wealth Consultants’s Capital Group Growth ETF CGGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8M | Buy |
1,029,371
+111,984
| +12% | +$4.55M | 12.14% | 1 |
|
|
2025
Q1 | $31.4M | Buy |
917,387
+87,390
| +11% | +$2.99M | 9.87% | 2 |
|
|
2024
Q4 | $30.9M | Buy |
829,997
+5,702
| +0.7% | +$212K | 10.51% | 2 |
|
|
2024
Q3 | $28.7M | Buy |
824,295
+3,837
| +0.5% | +$133K | 9.95% | 2 |
|
|
2024
Q2 | $27M | Buy |
820,458
+27,376
| +3% | +$900K | 10.5% | 2 |
|
|
2024
Q1 | $25.4M | Buy |
793,082
+39,466
| +5% | +$1.26M | 10.27% | 2 |
|
|
2023
Q4 | $21.3M | Sell |
753,616
-20,788
| -3% | -$587K | 9.26% | 3 |
|
|
2023
Q3 | $19M | Sell |
774,404
-114,026
| -13% | -$2.79M | 9.35% | 3 |
|
|
2023
Q2 | $22.4M | Buy |
888,430
+2,743
| +0.3% | +$69.2K | 11.84% | 2 |
|
|
2023
Q1 | $19.9M | Sell |
885,687
-5,596
| -0.6% | -$126K | 11.47% | 2 |
|
|
2022
Q4 | $17.8M | Buy |
891,283
+142,477
| +19% | +$2.84M | 10.79% | 2 |
|
|
2022
Q3 | $14.6M | Buy |
748,806
+368,621
| +97% | +$7.19M | 11.12% | 2 |
|
|
2022
Q2 | $7.59M | Buy |
+380,185
| New | +$7.59M | 5.97% | 4 |
|