Mawer Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
52,984
-1,942
| -4% | -$728K | 0.1% | 87 |
|
|
2025
Q1 | $18M | Sell |
54,926
-3,084
| -5% | -$1.01M | 0.09% | 83 |
|
|
2024
Q4 | $18.9M | Buy |
58,010
+14,994
| +35% | +$4.9M | 0.09% | 81 |
|
|
2024
Q3 | $10M | Buy |
43,016
+1,341
| +3% | +$312K | 0.05% | 92 |
|
|
2024
Q2 | $11.6M | Buy |
41,675
+12,049
| +41% | +$3.37M | 0.06% | 88 |
|
|
2024
Q1 | $7.83M | Buy |
29,626
+14,799
| +100% | +$3.91M | 0.04% | 91 |
|
|
2023
Q4 | $3.37M | Buy |
+14,827
| New | +$3.37M | 0.02% | 91 |
|