MassMutual Private Wealth & Trust’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 Q2	$29K	Sell	103 -15	-13%	-$4.5K	﹤0.01%	980
2026 Q1	$35.5K	Buy	118 +45	+62%	+$15.1K	﹤0.01%	877
2025 Q4	$26.1K	Sell	73 -6	-8%	-$2.12K	﹤0.01%	1014
2025 Q3	$26.3K	Hold	79	–	–	﹤0.01%	1004
2025 Q2	$29.6K	Sell	79 -21	-21%	-$7.36K	﹤0.01%	949
2025 Q1	$32.7K	Buy	100 +39	+64%	+$13.6K	﹤0.01%	855
2024 Q4	$19.9K	Buy	61 +40	+190%	+$11.8K	﹤0.01%	1010
2024 Q3	$4.88K	Hold	21	–	–	﹤0.01%	1391
2024 Q2	$5.87K	Buy	21 +2	+11%	+$543	﹤0.01%	1264
2024 Q1	$5.02K	Sell	19 -4	-17%	-$1.01K	﹤0.01%	1276
2023 Q4	$5.24K	Sell	23 -27	-54%	-$6.07K	﹤0.01%	1231
2023 Q3	$11.9K	Buy	50 +41	+456%	+$9.52K	﹤0.01%	946
2023 Q2	$1.96K	Buy	+9	New	+$1.8K	﹤0.01%	1474
2022 Q4	–	Sell	-13	Closed	-$3K	–	1764
2022 Q3	$3K	Buy	13 +2	+18%	+$425	﹤0.01%	1102
2022 Q2	$2K	Sell	11 -6	-35%	-$1.14K	﹤0.01%	1163
2022 Q1	$3K	Buy	17 +5	+42%	+$871	﹤0.01%	1061
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	1107
2021 Q3	$2K	Hold	12	–	–	﹤0.01%	1064
2021 Q2	$2K	Buy	+12	New	+$1.75K	﹤0.01%	1026
2020 Q3	–	Sell	-18	Closed	-$1K	–	786
2020 Q2	$1K	Buy	+18	New	+$1.2K	﹤0.01%	699

Other funds holding LPLA