Number of Shares
20,143
Previous 58,497 65.57%
Holding current value
$429,000
Previous $2.23 Million 80.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2025

SELL
N/A
-38,354 Reduced 65.57%
20,143 $429,000
Q2 2025

Aug 06, 2025

BUY
N/A
4,594 Added 8.52%
58,497 $2.23 Million
Q1 2025

May 09, 2025

SELL
N/A
-2,776 Reduced 4.9%
53,903 $1.91 Million
Q4 2024

Feb 10, 2025

SELL
N/A
-64,435 Reduced 53.2%
56,679 $3.34 Million
Q3 2024

Oct 18, 2024

SELL
N/A
-591 Reduced 0.49%
121,114 $1.21 Million
Q2 2024

Jul 31, 2024

BUY
N/A
121,705 New
121,705 $1.85 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.