Number of Shares
163,247
Previous 120,998 34.92%
Holding current value
$483,000
Previous $413,000 16.95%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2025

BUY
N/A
42,249 Added 34.92%
163,247 $483,000
Q2 2025

Aug 06, 2025

SELL
N/A
-436 Reduced 0.36%
120,998 $413,000
Q1 2025

May 09, 2025

BUY
N/A
10,000 Added 8.97%
121,434 $503,000
Q4 2024

Feb 10, 2025

BUY
N/A
30,028 Added 36.89%
111,434 $370,000
Q3 2024

Oct 18, 2024

BUY
N/A
33,829 Added 71.1%
81,406 $330,000
Q1 2024

Apr 29, 2024

BUY
N/A
15,000 Added 46.04%
47,577 $188,000
Q4 2023

Feb 06, 2024

BUY
N/A
32,577 New
32,577 $120,000
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.