Horizon Wealth Management’s LPL Financial LPLA Stock Holding History

Horizon Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$237K	Buy
2025 Q3	$218K	Hold
2025 Q2	$246K	Sell
2025 Q1	$221K	Buy
2024 Q4	$203K	Buy