LPL Financial’s PCM Fund PCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $147K | Buy |
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|
2024
Q4 | $152K | Buy |
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|
2024
Q3 | $157K | Sell |
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|
2024
Q2 | $168K | Buy |
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|
2024
Q1 | $153K | Buy |
|
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|
2023
Q4 | $99K | Sell |
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|
2023
Q3 | $168K | Buy |
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|
2023
Q2 | $138K | Sell |
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|
2023
Q1 | $123K | Sell |
|
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|
2022
Q4 | $129K | Buy |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $152K | Sell |
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|
2022
Q1 | $199K | Buy |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q4 | $159K | Buy |
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|
2020
Q3 | $138K | Buy |
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|
2020
Q2 | $114K | Buy |
|
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|
2020
Q1 | $91K | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $933K | Sell |
|
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|
2019
Q2 | $1.26M | Sell |
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|
2019
Q1 | $1.26M | Buy |
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|
2018
Q4 | $840K | Sell |
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|
2018
Q3 | $968K | Buy |
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|
2018
Q2 | $821K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $168K | Buy |
|