LPL Financial’s ESS Tech GWH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$26.8K Buy
2024
Q3
Sell
2024
Q2
$20K Buy
2024
Q1
$17.2K Buy
2023
Q4
$25.9K Buy
2023
Q3
$42.5K Sell
2023
Q2
$34.7K Buy
2023
Q1
$32.3K Sell
2022
Q4
$75.8K Sell
2022
Q3
$274K Sell
2022
Q2
$193K Buy