AWM
Avior Wealth Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Sell |
2,497
-391
| -14% | -$147K | 0.03% | 299 |
|
|
2025
Q1 | $945K | Buy |
2,888
+409
| +16% | +$134K | 0.04% | 278 |
|
|
2024
Q4 | $809K | Buy |
2,479
+63
| +3% | +$20.6K | 0.03% | 327 |
|
|
2024
Q3 | $562K | Buy |
2,416
+42
| +2% | +$9.77K | 0.02% | 419 |
|
|
2024
Q2 | $663K | Sell |
2,374
-303
| -11% | -$84.6K | 0.03% | 364 |
|
|
2024
Q1 | $707K | Buy |
2,677
+107
| +4% | +$28.3K | 0.03% | 365 |
|
|
2023
Q4 | $585K | Buy |
2,570
+740
| +40% | +$168K | 0.04% | 308 |
|
|
2023
Q3 | $435K | Sell |
1,830
-304
| -14% | -$72.2K | 0.03% | 360 |
|
|
2023
Q2 | $464K | Buy |
2,134
+131
| +7% | +$28.5K | 0.03% | 361 |
|
|
2023
Q1 | $405K | Sell |
2,003
-234
| -10% | -$47.4K | 0.03% | 404 |
|
|
2022
Q4 | $484K | Sell |
2,237
-295
| -12% | -$63.8K | 0.04% | 313 |
|
|
2022
Q3 | $553K | Sell |
2,532
-777
| -23% | -$170K | 0.05% | 250 |
|
|
2022
Q2 | $610K | Sell |
3,309
-314
| -9% | -$57.9K | 0.06% | 225 |
|
|
2022
Q1 | $661K | Sell |
3,623
-2,202
| -38% | -$402K | 0.06% | 233 |
|
|
2021
Q4 | $932K | Hold |
5,825
| – | – | 0.08% | 211 |
|
|
2021
Q3 | $913K | Buy |
5,825
+1,074
| +23% | +$168K | 0.08% | 195 |
|
|
2021
Q2 | $641K | Sell |
4,751
-611
| -11% | -$82.4K | 0.06% | 247 |
|
|
2021
Q1 | $762K | Buy |
5,362
+366
| +7% | +$52K | 0.08% | 216 |
|
|
2020
Q4 | $520K | Buy |
4,996
+6
| +0.1% | +$624 | 0.06% | 256 |
|
|
2020
Q3 | $382K | Buy |
4,990
+300
| +6% | +$23K | 0.05% | 292 |
|
|
2020
Q2 | $367K | Buy |
4,690
+580
| +14% | +$45.4K | 0.06% | 298 |
|
|
2020
Q1 | $223K | Hold |
4,110
| – | – | 0.04% | 323 |
|
|
2019
Q4 | $379K | Hold |
4,110
| – | – | 0.06% | 272 |
|
|
2019
Q3 | $336K | Buy |
4,110
+510
| +14% | +$41.7K | 0.06% | 276 |
|
|
2019
Q2 | $294K | Hold |
3,600
| – | – | 0.05% | 301 |
|
|
2019
Q1 | $250K | Buy |
3,600
+280
| +8% | +$19.4K | 0.05% | 311 |
|
|
2018
Q4 | $202K | Buy |
3,320
+40
| +1% | +$2.43K | 0.05% | 314 |
|
|
2018
Q3 | $212K | Buy |
3,280
+550
| +20% | +$35.5K | 0.05% | 327 |
|
|
2018
Q2 | $179K | Buy |
2,730
+520
| +24% | +$34.1K | 0.04% | 350 |
|
|
2018
Q1 | $135K | Buy |
+2,210
| New | +$135K | 0.03% | 403 |
|