LPL Financial’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Buy |
18,087
+4,415
| +32% | +$193K | ﹤0.01% | 3923 |
|
|
2025
Q1 | $627K | Buy |
13,672
+983
| +8% | +$45.1K | ﹤0.01% | 3906 |
|
|
2024
Q4 | $741K | Buy |
12,689
+2,553
| +25% | +$149K | ﹤0.01% | 3707 |
|
|
2024
Q3 | $605K | Sell |
10,136
-546
| -5% | -$32.6K | ﹤0.01% | 3777 |
|
|
2024
Q2 | $563K | Sell |
10,682
-1,586
| -13% | -$83.6K | ﹤0.01% | 3712 |
|
|
2024
Q1 | $615K | Buy |
12,268
+2,001
| +19% | +$100K | ﹤0.01% | 3560 |
|
|
2023
Q4 | $466K | Buy |
10,267
+798
| +8% | +$36.2K | ﹤0.01% | 3681 |
|
|
2023
Q3 | $475K | Buy |
+9,469
| New | +$475K | ﹤0.01% | 3503 |
|