Commonwealth Equity Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025
Number of Shares
1,818,806
Previous 1,821,751 0.16%
Holding current value
$60.8 Million
Previous $56.4 Million 7.77%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
N/A
-2,945 Reduced 0.16%
1,818,806 $60.8 Million
Q1 2025

May 09, 2025
BUY
N/A
588,909 Added 47.77%
1,821,751 $56.4 Million
Q4 2024

Feb 10, 2025
BUY
N/A
343,818 Added 38.67%
1,232,842 $38.6 Million
Q3 2024

Oct 18, 2024
BUY
N/A
181,509 Added 25.65%
889,024 $27.6 Million
Q2 2024

Jul 31, 2024
SELL
N/A
-13,114 Reduced 1.82%
707,515 $21 Million
Q1 2024

Apr 29, 2024
BUY
N/A
569,828 Added 377.87%
720,629 $21 Million
Q4 2023

Feb 06, 2024
BUY
N/A
150,801 New
150,801 $4.12 Million
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