CIM
Chiron Investment Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.2M | Buy |
+3,687
| New | +$1.2M | 0.4% | 54 |
|
|
2024
Q3 | – | Sell |
-3,150
| Closed | -$880K | – | 104 |
|
|
2024
Q2 | $880K | Buy |
3,150
+493
| +19% | +$138K | 0.35% | 40 |
|
|
2024
Q1 | $702K | Buy |
+2,657
| New | +$702K | 0.3% | 43 |
|
|
2022
Q1 | – | Sell |
-136,433
| Closed | -$21.8M | – | 108 |
|
|
2021
Q4 | $21.8M | Sell |
136,433
-61,726
| -31% | -$9.88M | 2.39% | 21 |
|
|
2021
Q3 | $31.1M | Sell |
198,159
-26,225
| -12% | -$4.11M | 4.92% | 3 |
|
|
2021
Q2 | $30.3M | Buy |
+224,384
| New | +$30.3M | 3.65% | 7 |
|
|
2020
Q4 | $11.9M | Buy |
+113,862
| New | +$11.9M | 1.65% | 30 |
|