Axxcess Wealth 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	–	Sell	-1,170	Closed	-$418K	–	749
2025 Q4	$418K	Sell	1,170 -173	-13%	-$61.2K	0.01%	749
2025 Q3	$447K	Sell	1,343 -807	-38%	-$293K	0.01%	649
2025 Q2	$806K	Buy	2,150 +25	+1%	+$8.76K	0.02%	480
2025 Q1	$695K	Buy	2,125 +788	+59%	+$274K	0.02%	477
2024 Q4	$436K	Sell	1,337 -26	-2%	-$7.69K	0.01%	577
2024 Q3	$317K	Sell	1,363 -91	-6%	-$20.5K	0.01%	675
2024 Q2	$406K	Sell	1,454 -763	-34%	-$207K	0.01%	572
2024 Q1	$586K	Buy	2,217 +761	+52%	+$192K	0.02%	504
2023 Q4	$332K	Sell	1,456 -1,288	-47%	-$290K	0.01%	621
2023 Q3	$652K	Buy	2,744 +137	+5%	+$31.8K	0.02%	408
2023 Q2	$567K	Buy	2,607 +178	+7%	+$35.6K	0.04%	328
2023 Q1	$492K	Sell	2,429 -378	-13%	-$86.4K	0.04%	373
2022 Q4	$607K	Sell	2,807 -2,132	-43%	-$498K	0.05%	319
2022 Q3	$1.08M	Buy	4,939 +522	+12%	+$111K	0.11%	180
2022 Q2	$815K	Sell	4,417 -674	-13%	-$128K	0.08%	219
2022 Q1	$930K	Buy	5,091 +2,254	+79%	+$393K	0.07%	232
2021 Q4	$454K	Buy	+2,837	New	+$468K	0.03%	380