LPL Financial’s WW International WW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,086
| Closed | -$11K | – | 5701 |
|
|
2025
Q1 | $11K | Sell |
21,086
-2,937
| -12% | -$2.55K | ﹤0.01% | 5309 |
|
|
2024
Q4 | $30.5K | Sell |
24,023
-625
| -3% | -$750 | ﹤0.01% | 5157 |
|
|
2024
Q3 | $21.6K | Buy |
24,648
+3,193
| +15% | +$3.1K | ﹤0.01% | 5076 |
|
|
2024
Q2 | $25.1K | Buy |
21,455
+8,844
| +70% | +$14.7K | ﹤0.01% | 4915 |
|
|
2024
Q1 | $23.3K | Buy |
+12,611
| New | +$50.2K | ﹤0.01% | 4834 |
|
|
2023
Q4 | – | Sell |
-10,946
| Closed | -$121K | – | 4913 |
|
|
2023
Q3 | $121K | Sell |
10,946
-10,241
| -48% | -$101K | ﹤0.01% | 4378 |
|
|
2023
Q2 | $142K | Buy |
+21,187
| New | +$150K | ﹤0.01% | 4257 |
|
|
2021
Q3 | – | Sell |
-7,169
| Closed | -$259K | – | 4425 |
|
|
2021
Q2 | $259K | Buy |
+7,169
| New | +$246K | ﹤0.01% | 3704 |
|
|
2021
Q1 | – | Sell |
-8,731
| Closed | -$213K | – | 4151 |
|
|
2020
Q4 | $213K | Buy |
+8,731
| New | +$227K | ﹤0.01% | 3474 |
|
|
2020
Q3 | – | Sell |
-10,003
| Closed | -$254K | – | 3634 |
|
|
2020
Q2 | $254K | Buy |
+10,003
| New | +$233K | ﹤0.01% | 2956 |
|
|
2020
Q1 | – | Sell |
-19,792
| Closed | -$756K | – | 3439 |
|
|
2019
Q4 | $756K | Sell |
19,792
-2,313
| -10% | -$87.8K | ﹤0.01% | 2045 |
|
|
2019
Q3 | $836K | Buy |
22,105
+1,765
| +9% | +$49.8K | ﹤0.01% | 1858 |
|
|
2019
Q2 | $388K | Sell |
20,340
-2,289
| -10% | -$45.4K | ﹤0.01% | 2483 |
|
|
2019
Q1 | $456K | Buy |
22,629
+8,173
| +57% | +$226K | ﹤0.01% | 2298 |
|
|
2018
Q4 | $557K | Sell |
14,456
-21,779
| -60% | -$1.19M | ﹤0.01% | 1958 |
|
|
2018
Q3 | $2.61M | Sell |
36,235
-33,300
| -48% | -$2.7M | 0.01% | 1015 |
|
|
2018
Q2 | $7.03M | Buy |
69,535
+8,915
| +15% | +$701K | 0.02% | 582 |
|
|
2018
Q1 | $3.86M | Buy |
60,620
+16,356
| +37% | +$1.05M | 0.01% | 802 |
|
|
2017
Q4 | $1.96M | Buy |
44,264
+1,750
| +4% | +$79.6K | 0.01% | 1076 |
|
|
2017
Q3 | $1.85M | Sell |
42,514
-2,316
| -5% | -$96.2K | 0.01% | 1036 |
|
|
2017
Q2 | $1.5M | Buy |
44,830
+19,656
| +78% | +$475K | 0.01% | 1119 |
|
|
2017
Q1 | $391K | Buy |
+25,174
| New | +$346K | ﹤0.01% | 2006 |
|
|
2016
Q2 | – | Sell |
-12,304
| Closed | -$173K | – | 3007 |
|
|
2016
Q1 | $173K | Buy |
+12,304
| New | +$167K | ﹤0.01% | 2830 |
|
|
2014
Q1 | – | Sell |
-32,532
| Closed | -$1.07M | – | 2731 |
|
|
2013
Q4 | $1.07M | Buy |
32,532
+8,282
| +34% | +$289K | 0.01% | 1205 |
|
|
2013
Q3 | $976K | Buy |
+24,250
| New | +$977K | 0.01% | 1195 |
|
