Commonwealth Retirement Investments LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Commonwealth Retirement Investments LLC opened 467 positions, added to 393, reduced 238 and sold out of 230.
- Q3 2025: Stock AVGO; Country of operation United States; Class Stock; Shares before 65,412.
- Q3 2025: Stock COST; Country of operation United States; Class Stock; Shares before 2,392.
- Q3 2025: Stock PFE; Country of operation United States; Class Stock; Shares before 36,481.
- Q3 2025: Stock FIS; Country of operation United States; Class Stock; Shares before 5,497.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1963787), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
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