Manchester Capital Management’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.11K	Sell	7 -7	-50%	-$2.35K	﹤0.01%	1016
2025 Q4	$5K	Buy	14 +4	+40%	+$1.42K	﹤0.01%	890
2025 Q3	$3.33K	Buy	10 +9	+900%	+$3.26K	﹤0.01%	1011
2025 Q2	$375	Sell	1 -1	-50%	-$350	﹤0.01%	1123
2025 Q1	$655	Buy	2 +1	+100%	+$348	﹤0.01%	1071
2024 Q4	$327	Hold	1	–	–	﹤0.01%	1104
2024 Q3	$233	Hold	1	–	–	﹤0.01%	1135
2024 Q2	$280	Hold	1	–	–	﹤0.01%	1100
2024 Q1	$265	Hold	1	–	–	﹤0.01%	981
2023 Q4	$228	Hold	1	–	–	﹤0.01%	972
2023 Q3	$238	Hold	1	–	–	﹤0.01%	950
2023 Q2	$218	Buy	+1	New	+$200	﹤0.01%	924
2022 Q3	–	Sell	-94	Closed	-$17K	–	953
2022 Q2	$17K	Hold	94	–	–	﹤0.01%	432
2022 Q1	$17K	Sell	94 -91	-49%	-$15.8K	﹤0.01%	484
2021 Q4	$30K	Hold	185	–	–	﹤0.01%	438
2021 Q3	$29K	Buy	185 +124	+203%	+$17.8K	﹤0.01%	476
2021 Q2	$8K	Buy	+61	New	+$8.87K	﹤0.01%	518
2021 Q1	–	Sell	-3	Closed	–	–	723
2020 Q4	$0	Buy	+3	New	+$270	﹤0.01%	771
2018 Q2	–	Sell	-13	Closed	-$1K	–	564
2018 Q1	$1K	Buy	+13	New	+$806	﹤0.01%	557