FVWA
Foster Victor Wealth Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
55,647
+989
| +2% | +$377K | 1.44% | 14 |
|
|
2025
Q1 | $17M | Buy |
54,658
+199
| +0.4% | +$62K | 1.37% | 18 |
|
|
2024
Q4 | $19M | Sell |
54,459
-15,272
| -22% | -$5.33M | 1.46% | 17 |
|
|
2024
Q3 | $17.1M | Buy |
69,731
+17,091
| +32% | +$4.2M | 1.37% | 20 |
|
|
2024
Q2 | $12.6M | Buy |
52,640
+3,173
| +6% | +$760K | 1.05% | 39 |
|
|
2024
Q1 | $13M | Buy |
49,467
+5,223
| +12% | +$1.38M | 1.19% | 38 |
|
|
2023
Q4 | $10.5M | Buy |
44,244
+1,833
| +4% | +$435K | 1.08% | 44 |
|
|
2023
Q3 | $10.2M | Sell |
42,411
-216
| -0.5% | -$51.8K | 1.18% | 39 |
|
|
2023
Q2 | $9.31M | Buy |
42,627
+5,721
| +16% | +$1.25M | 1.03% | 43 |
|
|
2023
Q1 | $7.08M | Buy |
36,906
+3,370
| +10% | +$647K | 0.86% | 49 |
|
|
2022
Q4 | $7.46M | Buy |
33,536
+691
| +2% | +$154K | 0.95% | 50 |
|
|
2022
Q3 | $8.09M | Sell |
32,845
-2,823
| -8% | -$696K | 1.18% | 35 |
|
|
2022
Q2 | $6.3M | Sell |
35,668
-3,213
| -8% | -$567K | 0.94% | 49 |
|
|
2022
Q1 | $7.17M | Buy |
38,881
+2,345
| +6% | +$432K | 0.98% | 44 |
|
|
2021
Q4 | $6.54M | Buy |
36,536
+4,875
| +15% | +$873K | 0.89% | 45 |
|
|
2021
Q3 | $4.96M | Buy |
31,661
+5,119
| +19% | +$802K | 0.79% | 47 |
|
|
2021
Q2 | $3.58M | Buy |
26,542
+6,004
| +29% | +$811K | 0.6% | 57 |
|
|
2021
Q1 | $3M | Buy |
20,538
+4,596
| +29% | +$671K | 0.56% | 55 |
|
|
2020
Q4 | $1.66M | Buy |
15,942
+6,084
| +62% | +$634K | 0.38% | 66 |
|
|
2020
Q3 | $756K | Buy |
9,858
+5,288
| +116% | +$406K | 0.21% | 79 |
|
|
2020
Q2 | $358K | Buy |
+4,570
| New | +$358K | 0.12% | 92 |
|