Laird Norton Wetherby Wealth Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
+1,137
| New | +$426K | 0.02% | 622 |
|
|
2024
Q4 | $366K | Sell |
1,122
-140
| -11% | -$45.7K | 0.02% | 636 |
|
|
2024
Q3 | $294K | Sell |
1,262
-297
| -19% | -$69.1K | 0.01% | 741 |
|
|
2024
Q2 | $435K | Buy |
1,559
+5
| +0.3% | +$1.4K | 0.02% | 581 |
|
|
2024
Q1 | $411K | Buy |
1,554
+4
| +0.3% | +$1.06K | 0.02% | 622 |
|
|
2023
Q4 | $353K | Buy |
1,550
+101
| +7% | +$23K | 0.02% | 662 |
|
|
2023
Q3 | $344K | Buy |
1,449
+220
| +18% | +$52.3K | 0.02% | 635 |
|
|
2023
Q2 | $267K | Buy |
1,229
+89
| +8% | +$19.4K | 0.01% | 756 |
|
|
2023
Q1 | $231K | Sell |
1,140
-96
| -8% | -$19.4K | 0.01% | 781 |
|
|
2022
Q4 | $267K | Buy |
1,236
+21
| +2% | +$4.54K | 0.02% | 725 |
|
|
2022
Q3 | $265K | Sell |
1,215
-13
| -1% | -$2.84K | 0.02% | 700 |
|
|
2022
Q2 | $227K | Buy |
+1,228
| New | +$227K | 0.02% | 779 |
|