Laird Norton Wetherby Wealth Management’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 | $426K | Buy |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $294K | Sell |
|
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|
2024
Q2 | $435K | Buy |
|
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|
2024
Q1 | $411K | Buy |
|
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|
2023
Q4 | $353K | Buy |
|
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|
2023
Q3 | $344K | Buy |
|
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|
2023
Q2 | $267K | Buy |
|
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $267K | Buy |
|
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|
2022
Q3 | $265K | Sell |
|
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|
2022
Q2 | $227K | Buy |
|