Grantham, Mayo, Van Otterloo & Co (GMO)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $476K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.85M | Sell |
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|
2019
Q2 | $2.31M | Buy |
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|
2019
Q1 | $1.9M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $269K | Sell |
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|
2017
Q3 | $1.92M | Buy |
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