Commonwealth Equity Services, LLC CAPITAL GROUP DIVIDEND GROWE Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025
Number of Shares
1,859,335
Previous 1,898,865 2.08%
Holding current value
$64.4 Million
Previous $63.9 Million 0.89%
% of portfolio
0.08%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
N/A
-39,530 Reduced 2.08%
1,859,335 $64.4 Million
Q2 2025

Aug 06, 2025
BUY
N/A
320,534 Added 20.31%
1,898,865 $63.9 Million
Q1 2025

May 09, 2025
BUY
N/A
484,275 Added 44.26%
1,578,331 $48.8 Million
Q4 2024

Feb 10, 2025
BUY
N/A
99,431 Added 10.0%
1,094,056 $32.4 Million
Q3 2024

Oct 18, 2024
BUY
N/A
128,898 Added 14.89%
994,625 $30.6 Million
Q2 2024

Jul 31, 2024
BUY
N/A
148,543 Added 20.71%
865,727 $24.6 Million
Q1 2024

Apr 29, 2024
BUY
N/A
270,316 Added 60.49%
717,184 $20.5 Million
Q4 2023

Feb 06, 2024
BUY
N/A
446,868 New
446,868 $12.1 Million
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email