Axxcess Wealth Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Buy |
2,150
+25
| +1% | +$9.37K | 0.02% | 479 |
|
|
2025
Q1 | $695K | Buy |
2,125
+788
| +59% | +$258K | 0.02% | 476 |
|
|
2024
Q4 | $436K | Sell |
1,337
-26
| -2% | -$8.49K | 0.01% | 576 |
|
|
2024
Q3 | $317K | Sell |
1,363
-91
| -6% | -$21.2K | 0.01% | 674 |
|
|
2024
Q2 | $406K | Sell |
1,454
-763
| -34% | -$213K | 0.01% | 571 |
|
|
2024
Q1 | $586K | Buy |
2,217
+761
| +52% | +$201K | 0.02% | 502 |
|
|
2023
Q4 | $332K | Sell |
1,456
-1,288
| -47% | -$293K | 0.01% | 619 |
|
|
2023
Q3 | $652K | Buy |
2,744
+137
| +5% | +$32.6K | 0.02% | 408 |
|
|
2023
Q2 | $567K | Buy |
2,607
+178
| +7% | +$38.7K | 0.04% | 327 |
|
|
2023
Q1 | $492K | Sell |
2,429
-378
| -13% | -$76.5K | 0.04% | 370 |
|
|
2022
Q4 | $607K | Sell |
2,807
-2,132
| -43% | -$461K | 0.05% | 319 |
|
|
2022
Q3 | $1.08M | Buy |
4,939
+522
| +12% | +$114K | 0.1% | 178 |
|
|
2022
Q2 | $815K | Sell |
4,417
-674
| -13% | -$124K | 0.08% | 216 |
|
|
2022
Q1 | $930K | Buy |
5,091
+2,254
| +79% | +$412K | 0.07% | 228 |
|
|
2021
Q4 | $454K | Buy |
+2,837
| New | +$454K | 0.03% | 376 |
|