WCM Investment 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 | $632M | Buy |
1,730,777
+95,423
| +6% | +$34.8M | 1.44% | 27 |
|
|
2025
Q1 | $551M | Sell |
1,635,354
-6,261
| -0.4% | -$2.11M | 1.42% | 29 |
|
|
2024
Q4 | $537M | Sell |
1,641,615
-8,053
| -0.5% | -$2.63M | 1.26% | 33 |
|
|
2024
Q3 | $381M | Sell |
1,649,668
-14,050
| -0.8% | -$3.24M | 0.86% | 41 |
|
|
2024
Q2 | $460M | Sell |
1,663,718
-33,346
| -2% | -$9.22M | 1.09% | 34 |
|
|
2024
Q1 | $448M | Buy |
1,697,064
+970
| +0.1% | +$256K | 1.07% | 37 |
|
|
2023
Q4 | $387M | Sell |
1,696,094
-760,933
| -31% | -$174M | 1.07% | 32 |
|
|
2023
Q3 | $584M | Buy |
2,457,027
+10,182
| +0.4% | +$2.42M | 1.71% | 20 |
|
|
2023
Q2 | $532M | Sell |
2,446,845
-17,200
| -0.7% | -$3.74M | 1.59% | 25 |
|
|
2023
Q1 | $499M | Sell |
2,464,045
-92,231
| -4% | -$18.7M | 1.59% | 21 |
|
|
2022
Q4 | $553M | Buy |
2,556,276
+161,784
| +7% | +$35M | 1.84% | 17 |
|
|
2022
Q3 | $518M | Buy |
2,394,492
+860,943
| +56% | +$186M | 1.86% | 16 |
|
|
2022
Q2 | $286M | Buy |
+1,533,549
| New | +$286M | 1.02% | 33 |
|