SWMG
Sanchez Wealth Management Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
1,689
+1
| +0.1% | +$375 | 0.15% | 30 |
|
|
2025
Q1 | $552K | Buy |
1,688
+2
| +0.1% | +$654 | 0.15% | 30 |
|
|
2024
Q4 | $551K | Buy |
1,686
+35
| +2% | +$11.4K | 0.15% | 31 |
|
|
2024
Q3 | $384K | Buy |
1,651
+2
| +0.1% | +$465 | 0.12% | 32 |
|
|
2024
Q2 | $460K | Buy |
1,649
+2
| +0.1% | +$558 | 0.15% | 29 |
|
|
2024
Q1 | $435K | Buy |
1,647
+2
| +0.1% | +$528 | 0.15% | 30 |
|
|
2023
Q4 | $374K | Buy |
1,645
+65
| +4% | +$14.8K | 0.14% | 28 |
|
|
2023
Q3 | $375K | Buy |
1,580
+2
| +0.1% | +$475 | 0.15% | 27 |
|
|
2023
Q2 | $343K | Buy |
1,578
+3
| +0.2% | +$652 | 0.14% | 29 |
|
|
2023
Q1 | $319K | Buy |
1,575
+2
| +0.1% | +$405 | 0.14% | 28 |
|
|
2022
Q4 | $340K | Buy |
1,573
+2
| +0.1% | +$432 | 0.17% | 27 |
|
|
2022
Q3 | $343K | Buy |
1,571
+69
| +5% | +$15.1K | 0.19% | 24 |
|
|
2022
Q2 | $277K | Buy |
1,502
+2
| +0.1% | +$369 | 0.14% | 30 |
|
|
2022
Q1 | $274K | Buy |
1,500
+2
| +0.1% | +$365 | 0.12% | 34 |
|
|
2021
Q4 | $240K | Buy |
1,498
+3
| +0.2% | +$481 | 0.1% | 33 |
|
|
2021
Q3 | $234K | Buy |
+1,495
| New | +$234K | 0.11% | 33 |
|
|
2021
Q2 | – | Sell |
-1,420
| Closed | -$202K | – | 34 |
|
|
2021
Q1 | $202K | Buy |
+1,420
| New | +$202K | 0.1% | 31 |
|