Gerber Kawasaki Wealth & Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
7,987
-1
| -0% | -$375 | 0.12% | 97 |
|
|
2025
Q1 | $2.61M | Buy |
7,988
+1,104
| +16% | +$361K | 0.12% | 95 |
|
|
2024
Q4 | $2.25M | Sell |
6,884
-14,690
| -68% | -$4.8M | 0.1% | 101 |
|
|
2024
Q3 | $5.02M | Sell |
21,574
-6,843
| -24% | -$1.59M | 0.23% | 73 |
|
|
2024
Q2 | $7.94M | Sell |
28,417
-169
| -0.6% | -$47.2K | 0.4% | 55 |
|
|
2024
Q1 | $7.55M | Buy |
28,586
+4,881
| +21% | +$1.29M | 0.41% | 54 |
|
|
2023
Q4 | $5.4M | Buy |
23,705
+6,082
| +35% | +$1.38M | 0.32% | 59 |
|
|
2023
Q3 | $4.19M | Buy |
17,623
+701
| +4% | +$167K | 0.29% | 68 |
|
|
2023
Q2 | $3.68M | Buy |
16,922
+4,421
| +35% | +$962K | 0.25% | 71 |
|
|
2023
Q1 | $2.53M | Buy |
12,501
+5,235
| +72% | +$1.06M | 0.2% | 83 |
|
|
2022
Q4 | $1.57M | Buy |
7,266
+2,853
| +65% | +$617K | 0.14% | 95 |
|
|
2022
Q3 | $984K | Buy |
4,413
+3,069
| +228% | +$684K | 0.09% | 115 |
|
|
2022
Q2 | $247K | Buy |
+1,344
| New | +$247K | 0.02% | 211 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | -$2K | – | 736 |
|
|
2021
Q3 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 892 |
|