WW
LPL Financial’s WW International WW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,086
| Closed | -$11K | – | 5508 |
|
|
2025
Q1 | $11K | Sell |
21,086
-2,937
| -12% | -$1.54K | ﹤0.01% | 5172 |
|
|
2024
Q4 | $30.5K | Sell |
24,023
-625
| -3% | -$794 | ﹤0.01% | 5032 |
|
|
2024
Q3 | $21.6K | Buy |
24,648
+3,193
| +15% | +$2.8K | ﹤0.01% | 4971 |
|
|
2024
Q2 | $25.1K | Buy |
21,455
+8,844
| +70% | +$10.3K | ﹤0.01% | 4814 |
|
|
2024
Q1 | $23.3K | Buy |
+12,611
| New | +$23.3K | ﹤0.01% | 4759 |
|
|
2023
Q4 | – | Sell |
-10,946
| Closed | -$121K | – | 4825 |
|
|
2023
Q3 | $121K | Sell |
10,946
-10,241
| -48% | -$113K | ﹤0.01% | 4322 |
|
|
2023
Q2 | $142K | Buy |
+21,187
| New | +$142K | ﹤0.01% | 4204 |
|
|
2021
Q3 | – | Sell |
-7,169
| Closed | -$259K | – | 4393 |
|
|
2021
Q2 | $259K | Buy |
+7,169
| New | +$259K | ﹤0.01% | 3688 |
|
|
2021
Q1 | – | Sell |
-8,731
| Closed | -$213K | – | 4121 |
|
|
2020
Q4 | $213K | Buy |
+8,731
| New | +$213K | ﹤0.01% | 3459 |
|
|
2020
Q3 | – | Sell |
-10,003
| Closed | -$254K | – | 3601 |
|
|
2020
Q2 | $254K | Buy |
+10,003
| New | +$254K | ﹤0.01% | 2933 |
|
|
2020
Q1 | – | Sell |
-19,792
| Closed | -$756K | – | 3416 |
|
|
2019
Q4 | $756K | Sell |
19,792
-2,313
| -10% | -$88.4K | ﹤0.01% | 2041 |
|
|
2019
Q3 | $836K | Buy |
22,105
+1,765
| +9% | +$66.8K | ﹤0.01% | 1855 |
|
|
2019
Q2 | $388K | Sell |
20,340
-2,289
| -10% | -$43.7K | ﹤0.01% | 2474 |
|
|
2019
Q1 | $456K | Buy |
22,629
+8,173
| +57% | +$165K | ﹤0.01% | 2290 |
|
|
2018
Q4 | $557K | Sell |
14,456
-21,779
| -60% | -$839K | ﹤0.01% | 1946 |
|
|
2018
Q3 | $2.61M | Sell |
36,235
-33,300
| -48% | -$2.4M | 0.01% | 1012 |
|
|
2018
Q2 | $7.03M | Buy |
69,535
+8,915
| +15% | +$901K | 0.02% | 580 |
|
|
2018
Q1 | $3.86M | Buy |
60,620
+16,356
| +37% | +$1.04M | 0.01% | 800 |
|
|
2017
Q4 | $1.96M | Buy |
44,264
+1,750
| +4% | +$77.5K | 0.01% | 1072 |
|
|
2017
Q3 | $1.85M | Sell |
42,514
-2,316
| -5% | -$101K | 0.01% | 1033 |
|
|
2017
Q2 | $1.5M | Buy |
44,830
+19,656
| +78% | +$657K | 0.01% | 1117 |
|
|
2017
Q1 | $391K | Buy |
+25,174
| New | +$391K | ﹤0.01% | 2006 |
|
|
2016
Q2 | – | Sell |
-12,304
| Closed | -$173K | – | 3007 |
|
|
2016
Q1 | $173K | Buy |
+12,304
| New | +$173K | ﹤0.01% | 2830 |
|
|
2014
Q1 | – | Sell |
-32,532
| Closed | -$1.07M | – | 2731 |
|
|
2013
Q4 | $1.07M | Buy |
32,532
+8,282
| +34% | +$273K | 0.01% | 1205 |
|
|
2013
Q3 | $976K | Buy |
+24,250
| New | +$976K | 0.01% | 1195 |
|