Pictet Asset Management (Switzerland)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.98M | Buy |
41,309
+9,335
| +29% | +$2.03M | 0.01% | 641 |
|
|
2023
Q1 | $6.47M | Buy |
31,974
+234
| +0.7% | +$47.4K | 0.01% | 717 |
|
|
2022
Q4 | $6.86M | Buy |
31,740
+550
| +2% | +$119K | 0.01% | 674 |
|
|
2022
Q3 | $6.81M | Buy |
31,190
+207
| +0.7% | +$45.2K | 0.01% | 660 |
|
|
2022
Q2 | $5.72M | Buy |
30,983
+25,842
| +503% | +$4.77M | 0.01% | 723 |
|
|
2022
Q1 | $939K | Buy |
5,141
+32
| +0.6% | +$5.85K | ﹤0.01% | 1056 |
|
|
2021
Q4 | $818K | Sell |
5,109
-291
| -5% | -$46.6K | ﹤0.01% | 1099 |
|
|
2021
Q3 | $847K | Buy |
+5,400
| New | +$847K | ﹤0.01% | 1093 |
|