TPCW
TD Private Client Wealth’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Buy |
14,234
+2,168
| +18% | +$813K | 0.13% | 113 |
|
|
2025
Q1 | $3.95M | Sell |
12,066
-526
| -4% | -$172K | 0.11% | 132 |
|
|
2024
Q4 | $4.11M | Buy |
12,592
+513
| +4% | +$168K | 0.12% | 131 |
|
|
2024
Q3 | $2.81M | Buy |
12,079
+1,193
| +11% | +$278K | 0.08% | 192 |
|
|
2024
Q2 | $3.04M | Sell |
10,886
-3,291
| -23% | -$919K | 0.1% | 154 |
|
|
2024
Q1 | $3.75M | Buy |
14,177
+994
| +8% | +$263K | 0.12% | 134 |
|
|
2023
Q4 | $3M | Sell |
13,183
-480
| -4% | -$109K | 0.11% | 156 |
|
|
2023
Q3 | $3.25M | Sell |
13,663
-1,825
| -12% | -$434K | 0.14% | 144 |
|
|
2023
Q2 | $3.37M | Buy |
15,488
+3,761
| +32% | +$818K | 0.15% | 147 |
|
|
2023
Q1 | $2.37M | Sell |
11,727
-723
| -6% | -$146K | 0.11% | 195 |
|
|
2022
Q4 | $2.69M | Sell |
12,450
-5,454
| -30% | -$1.18M | 0.13% | 163 |
|
|
2022
Q3 | $3.91M | Sell |
17,904
-633
| -3% | -$138K | 0.2% | 114 |
|
|
2022
Q2 | $3.42M | Buy |
18,537
+88
| +0.5% | +$16.2K | 0.17% | 132 |
|
|
2022
Q1 | $3.37M | Buy |
18,449
+2,086
| +13% | +$381K | 0.14% | 153 |
|
|
2021
Q4 | $2.62M | Sell |
16,363
-537
| -3% | -$86K | 0.11% | 192 |
|
|
2021
Q3 | $2.65M | Sell |
16,900
-194
| -1% | -$30.4K | 0.11% | 183 |
|
|
2021
Q2 | $2.31M | Buy |
17,094
+178
| +1% | +$24K | 0.1% | 213 |
|
|
2021
Q1 | $2.4M | Buy |
+16,916
| New | +$2.4M | 0.11% | 194 |
|