WCM Investment 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 | $594M | Buy |
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|
2025
Q2 | $632M | Buy |
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|
2025
Q1 | $551M | Sell |
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|
2024
Q4 | $537M | Sell |
|
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|
2024
Q3 | $381M | Sell |
|
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|
2024
Q2 | $460M | Sell |
|
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|
2024
Q1 | $448M | Buy |
|
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|
2023
Q4 | $387M | Sell |
|
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|
2023
Q3 | $584M | Buy |
|
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|
2023
Q2 | $532M | Sell |
|
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|
2023
Q1 | $499M | Sell |
|
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|
2022
Q4 | $553M | Buy |
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|
2022
Q3 | $518M | Buy |
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|
2022
Q2 | $286M | Buy |
|