Number of Shares
74,519
Previous 57,491 29.62%
Holding current value
$2.27 Million
Previous $1.85 Million 22.49%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025

BUY
N/A
17,028 Added 29.62%
74,519 $2.27 Million
Q4 2024

Feb 10, 2025

BUY
N/A
21,024 Added 57.65%
57,491 $1.85 Million
Q3 2024

Oct 18, 2024

BUY
N/A
6,734 Added 22.65%
36,467 $1.18 Million
Q2 2024

Jul 31, 2024

BUY
N/A
4,261 Added 16.73%
29,733 $899,000
Q1 2024

Apr 29, 2024

BUY
N/A
17,340 Added 213.23%
25,472 $799,000
Q4 2023

Feb 06, 2024

BUY
N/A
8,132 New
8,132 $227,000
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.