Primecap Management’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
Q3 | $5.32M | Hold |
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|
2025
Q2 | $6M | Hold |
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|
2025
Q1 | $5.23M | Hold |
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|
2024
Q4 | $5.22M | Sell |
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|
2024
Q3 | $9.51M | Sell |
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|
2024
Q2 | $65.5M | Hold |
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|
2024
Q1 | $61.9M | Buy |
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|
2023
Q4 | $34.1M | Hold |
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|
2023
Q3 | $35.6M | Hold |
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|
2023
Q2 | $32.6M | Hold |
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|
2023
Q1 | $30.4M | Sell |
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|
2022
Q4 | $39.7M | Sell |
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|
2022
Q3 | $57.5M | Sell |
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|
2022
Q2 | $50.2M | Buy |
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|
2022
Q1 | $47.9M | Buy |
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|
2021
Q4 | $30.3M | Sell |
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|
2021
Q3 | $32M | Hold |
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|
2021
Q2 | $27.5M | Hold |
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|
2021
Q1 | $29M | Hold |
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|
2020
Q4 | $21.3M | Hold |
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|
2020
Q3 | $15.6M | Buy |
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|
2020
Q2 | $15.5M | Buy |
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|
2020
Q1 | $7.89M | Buy |
|