AMERICAN FUNDS WASHINGTO - EQUITY FUNDS

Historical Portfolio Holders from Q3 2017 to Q3 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / EQUITY FUNDS
Shares, excl. options Q2 2024
21.6K
Holdings value Q2 2024
$1.3M
Value change Q2 2024
+$443K
Grand Portfolio weight change Q2 2024
+0%
Number of holders
5
Number of buys Q2 2024
2
Number of sells Q2 2024
-2
Average buys Q2 2024 %
+0%
Average sells Q2 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 3.61K $233K -$398K $63.85 2
2024 Q2 21.6K $1.3M +$443K $60.40 5
2024 Q1 14.3K $885K +$754K $62.16 3
2023 Q4 2.3K $132K -$196K $57.45 2
2023 Q3 20.3K $1.07M +$545K $52.75 2
2023 Q2 9.99K $541K -$229K $54.16 1
2023 Q1 14.4K $753K +$262K $52.31 2
2022 Q4 9.39K $488K -$309K $51.98 1
2022 Q3 15.9K $752K +$77.6K $47.42 2
2022 Q2 14.2K $721K +$50.9K $50.70 2
2022 Q1 37.8K $2.23M -$1.15M $59.05 3
2021 Q4 56.9K $3.44M +$1.94M $60.46 4
2021 Q3 24.9K $1.38M -$91.5K $55.29 2
2021 Q2 26.6K $1.48M +$69.2K $55.72 2
2021 Q1 25.3K $1.37M +$140K $54.18 2
2020 Q4 22.8K $1.14M +$243K $50.15 3
2020 Q3 19.1K $875K -$3.92K $45.83 2
2020 Q2 19.2K $834K +$465K $43.51 2
2020 Q1 8.48K $318K +$318K $37.52 1
2019 Q4 0 $0 -$339K 0
2019 Q3 7.31K $339K -$26.3K $46.40 1
2019 Q2 7.88K $361K -$204K $45.67 2
2019 Q1 12.4K $560K +$521K $45.05 3
2018 Q4 878 $36K -$1.55M $41.41 2
2018 Q3 34K $1.59M +$1.59M $46.69 1
2017 Q4 0 $0 -$9.86M 0
2017 Q3 222K $9.86M +$9.86M $22.28 2