Artemis Investment Management’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.6M	Sell	51,927 -11,341	-18%	-$3.81M	0.17%	123
2025 Q4	$22.6M	Buy	63,268 +9,036	+17%	+$3.2M	0.27%	99
2025 Q3	$18M	Sell	54,232 -44,893	-45%	-$16.3M	0.22%	115
2025 Q2	$37.2M	Sell	99,125 -15,655	-14%	-$5.48M	0.48%	77
2025 Q1	$37.5M	Buy	114,780 +32,044	+39%	+$11.2M	0.58%	67
2024 Q4	$27M	Buy	82,736 +12,896	+18%	+$3.81M	0.38%	83
2024 Q3	$16.2M	Sell	69,840 -55,806	-44%	-$12.6M	0.25%	104
2024 Q2	$35.1M	Buy	125,646 +14,742	+13%	+$4M	0.47%	61
2024 Q1	$29.3M	Buy	110,904 +315	+0.3%	+$79.5K	0.38%	86
2023 Q4	$25.2M	Sell	110,589 -144,728	-57%	-$32.5M	0.37%	81
2023 Q3	$60.6M	Sell	255,317 -33,531	-12%	-$7.79M	0.85%	37
2023 Q2	$62.7M	Sell	288,848 -34,527	-11%	-$6.91M	0.8%	39
2023 Q1	$65.3M	Sell	323,375 -32,263	-9%	-$7.38M	0.8%	43
2022 Q4	$77.1M	Sell	355,638 -84,420	-19%	-$19.7M	0.87%	43
2022 Q3	$96.1M	Sell	440,058 -83,878	-16%	-$17.8M	1.1%	27
2022 Q2	$96.8M	Sell	523,936 -90,714	-15%	-$17.2M	1%	32
2022 Q1	$112M	Sell	614,650 -153,009	-20%	-$26.6M	0.91%	28
2021 Q4	$123M	Buy	767,659 +77,926	+11%	+$12.9M	0.89%	30
2021 Q3	$108M	Buy	689,733 +9,595	+1%	+$1.38M	0.86%	32
2021 Q2	$91.9M	Buy	680,138 +26,982	+4%	+$3.92M	0.79%	35
2021 Q1	$92.8M	Sell	653,156 -1,104	-0.2%	-$141K	0.88%	32
2020 Q4	$68.3M	Buy	654,260 +223,546	+52%	+$20.1M	0.72%	43
2020 Q3	$33M	Sell	430,714 -45,596	-10%	-$3.62M	0.41%	69
2020 Q2	$37.4M	Buy	476,310 +194,262	+69%	+$13M	0.5%	61
2020 Q1	$15K	Sell	282,048 -140,007	-33%	-$11.3M	0.03%	98
2019 Q4	$38M	Buy	422,055 +103,566	+33%	+$8.89M	0.48%	67
2019 Q3	$25.4M	Buy	318,489 +162,392	+104%	+$13M	0.35%	94
2019 Q2	$12.4M	Buy	+156,097	New	+$12.4M	0.15%	170