CWM
Cornerstone Wealth Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Sell |
11,468
-989
| -8% | -$371K | 0.26% | 91 |
|
|
2025
Q1 | $4.08M | Buy |
12,457
+7
| +0.1% | +$2.29K | 0.28% | 87 |
|
|
2024
Q4 | $4.07M | Sell |
12,450
-253
| -2% | -$82.6K | 0.27% | 85 |
|
|
2024
Q3 | $2.96M | Sell |
12,703
-841
| -6% | -$196K | 0.21% | 101 |
|
|
2024
Q2 | $3.78M | Sell |
13,544
-2,147
| -14% | -$600K | 0.29% | 82 |
|
|
2024
Q1 | $4.15M | Buy |
15,691
+29
| +0.2% | +$7.66K | 0.34% | 76 |
|
|
2023
Q4 | $3.57M | Sell |
15,662
-1,015
| -6% | -$231K | 0.31% | 83 |
|
|
2023
Q3 | $3.96M | Buy |
16,677
+81
| +0.5% | +$19.2K | 0.37% | 60 |
|
|
2023
Q2 | $3.61M | Sell |
16,596
-74
| -0.4% | -$16.1K | 0.32% | 65 |
|
|
2023
Q1 | $3.37M | Buy |
+16,670
| New | +$3.37M | 0.33% | 67 |
|
|
2022
Q3 | $3.73M | Buy |
17,047
+313
| +2% | +$68.4K | 0.41% | 55 |
|
|
2022
Q2 | $3.09M | Buy |
16,734
+46
| +0.3% | +$8.49K | 0.34% | 63 |
|
|
2022
Q1 | $3.05M | Buy |
16,688
+185
| +1% | +$33.8K | 0.3% | 72 |
|
|
2021
Q4 | $2.64M | Buy |
16,503
+132
| +0.8% | +$21.1K | 0.25% | 90 |
|
|
2021
Q3 | $2.57M | Sell |
16,371
-2
| -0% | -$313 | 0.27% | 84 |
|
|
2021
Q2 | $2.21M | Buy |
16,373
+38
| +0.2% | +$5.13K | 0.23% | 100 |
|
|
2021
Q1 | $2.32M | Sell |
16,335
-637
| -4% | -$90.5K | 0.27% | 78 |
|
|
2020
Q4 | $1.77M | Sell |
16,972
-75
| -0.4% | -$7.82K | 0.22% | 99 |
|
|
2020
Q3 | $1.31M | Sell |
17,047
-1,652
| -9% | -$127K | 0.19% | 106 |
|
|
2020
Q2 | $1.47M | Buy |
18,699
+429
| +2% | +$33.6K | 0.24% | 85 |
|
|
2020
Q1 | $994K | Buy |
18,270
+2,298
| +14% | +$125K | 0.19% | 103 |
|
|
2019
Q4 | $1.47M | Buy |
15,972
+455
| +3% | +$42K | 0.24% | 78 |
|
|
2019
Q3 | $1.27M | Sell |
15,517
-1
| -0% | -$82 | 0.22% | 90 |
|
|
2019
Q2 | $1.27M | Buy |
15,518
+4,450
| +40% | +$363K | 0.23% | 88 |
|
|
2019
Q1 | $377K | Buy |
11,068
+2,101
| +23% | +$71.6K | 0.05% | 326 |
|
|
2018
Q4 | $548K | Sell |
8,967
-441,074
| -98% | -$27M | 0.12% | 183 |
|
|
2018
Q3 | $8.47M | Sell |
450,041
-103,663
| -19% | -$1.95M | 0.11% | 202 |
|
|
2018
Q2 | $8.39M | Buy |
553,704
+545,530
| +6,674% | +$8.27M | 0.09% | 227 |
|
|
2018
Q1 | $490K | Hold |
8,174
| – | – | 0.09% | 218 |
|
|
2017
Q4 | $493K | Sell |
8,174
-295
| -3% | -$17.8K | 0.09% | 214 |
|
|
2017
Q3 | $451K | Buy |
8,469
+1,480
| +21% | +$78.8K | 0.09% | 218 |
|
|
2017
Q2 | $298K | Buy |
+6,989
| New | +$298K | 0.07% | 286 |
|