Pictet Asset 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 | $18.4M | Buy |
49,182
+2,646
| +6% | +$992K | 0.02% | 528 |
|
|
2025
Q1 | $15.2M | Sell |
46,536
-1,434
| -3% | -$469K | 0.02% | 562 |
|
|
2024
Q4 | $15.7M | Buy |
47,970
+7,042
| +17% | +$2.3M | 0.02% | 563 |
|
|
2024
Q3 | $9.52M | Buy |
40,928
+4,724
| +13% | +$1.1M | 0.01% | 667 |
|
|
2024
Q2 | $10.1M | Sell |
36,204
-2,536
| -7% | -$708K | 0.01% | 626 |
|
|
2024
Q1 | $10.2M | Buy |
38,740
+266
| +0.7% | +$70.3K | 0.01% | 641 |
|
|
2023
Q4 | $8.76M | Sell |
38,474
-677
| -2% | -$154K | 0.01% | 666 |
|
|
2023
Q3 | $9.3M | Buy |
+39,151
| New | +$9.3M | 0.01% | 633 |
|