Mercer Global Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
|
|||||
|
2025
Q1 | $921K | Sell |
|
|||||
|
2024
Q4 | $958K | Sell |
|
|||||
|
2024
Q3 | $763K | Sell |
|
|||||
|
2024
Q2 | $1.45M | Sell |
|
|||||
|
2024
Q1 | $1.25M | Sell |
|
|||||
|
2023
Q4 | $1.29M | Buy |
|
|||||
|
2023
Q3 | $946K | Buy |
|
|||||
|
2023
Q2 | $570K | Sell |
|
|||||
|
2023
Q1 | $536K | Sell |
|
|||||
|
2022
Q4 | $615K | Sell |
|
|||||
|
2022
Q3 | $694K | Buy |
|
|||||
|
2022
Q2 | $578K | Buy |
|
|||||
|
2022
Q1 | $484K | Buy |
|