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Walkner Condon Financial Advisors’s Lightwave Logic LWLG Stock Holding History

Walkner Condon Financial Advisors’s Portfolio LWLG Stock Details LWLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-37,945
Closed -$79.7K – 289
2024
Q4 		$79.7K Buy
37,945
+7,592
+25% +$21.8K 0.02% 280
2024
Q3 		$83.8K Buy
30,353
+8,288
+38% +$24.9K 0.02% 265
2024
Q2 		$66K Sell
22,065
-8,358
-27% -$30.5K 0.01% 254
2024
Q1 		$142K Sell
30,423
-34,100
-53% -$148K 0.03% 264
2023
Q4 		$321K Sell
64,523
-9,700
-13% -$45.7K 0.07% 204
2023
Q3 		$332K Buy
74,223
+25,000
+51% +$160K 0.09% 177
2023
Q2 		$343K Buy
49,223
+25,100
+104% +$146K 0.09% 166
2023
Q1 		$126K Buy
24,123
+6,300
+35% +$35.1K 0.04% 232
2022
Q4 		$76.8K Sell
17,823
-8,200
-32% -$58.2K 0.02% 228
2022
Q3 		$191K Sell
26,023
-12,173
-32% -$114K 0.06% 209
2022
Q2 		$250K Sell
38,196
-11,750
-24% -$102K 0.08% 192
2022
Q1 		$480K Buy
+49,946
New +$434K 0.14% 133
2021
Q4 		– Sell
-12,311
Closed -$116K – 154
2021
Q3 		$116K Buy
+12,311
New +$134K 0.06% 141

Other funds holding LWLG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Walkner Condon Financial Advisors's LWLG Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of Lightwave Logic (LWLG) in Q1 2025, closing a stake of 37,945 shares — an estimated $79.7K sold.

Walkner Condon Financial Advisors first reported a position in LWLG in Q3 2021 and held it in 13 quarters. The position peaked at $480K in Q1 2022. 121 funds tracked by Wall St. Rank hold LWLG as of Q1 2025.

  • Walkner Condon Financial Advisors reported no remaining Lightwave Logic position as of Q1 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 37,945 Lightwave Logic shares in Q1 2025, an estimated $79.7K.
  • Walkner Condon Financial Advisors first reported a position in Lightwave Logic in Q3 2021 and held it in 13 quarters.
  • Walkner Condon Financial Advisors's Lightwave Logic position peaked at $480K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held Lightwave Logic as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.