O'Brien Wealth Partners’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
$212K Buy
2018
Q4
Sell
2018
Q3
$26K Hold
2018
Q2
$26K Hold
2018
Q1
$24K Buy