WAG
Winthrop Advisory Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.63M | Sell |
20,354
-225
| -1% | -$84.4K | 0.74% | 23 |
|
|
2025
Q1 | $6.73M | Sell |
20,579
-375
| -2% | -$123K | 0.81% | 21 |
|
|
2024
Q4 | $6.84M | Buy |
20,954
+151
| +0.7% | +$49.3K | 0.82% | 20 |
|
|
2024
Q3 | $4.84M | Buy |
20,803
+20
| +0.1% | +$4.65K | 0.6% | 23 |
|
|
2024
Q2 | $5.8M | Hold |
20,783
| – | – | 0.79% | 22 |
|
|
2024
Q1 | $5.49M | Sell |
20,783
-150
| -0.7% | -$39.6K | 0.79% | 21 |
|
|
2023
Q4 | $4.76M | Buy |
20,933
+7
| +0% | +$1.59K | 0.74% | 23 |
|
|
2023
Q3 | $4.97M | Buy |
20,926
+1
| +0% | +$238 | 0.82% | 19 |
|
|
2023
Q2 | $4.55M | Sell |
20,925
-1
| -0% | -$217 | 0.73% | 21 |
|
|
2023
Q1 | $4.24M | Hold |
20,926
| – | – | 0.75% | 21 |
|
|
2022
Q4 | $4.52M | Sell |
20,926
-137
| -0.7% | -$29.6K | 0.86% | 20 |
|
|
2022
Q3 | $4.6M | Sell |
21,063
-250
| -1% | -$54.6K | 0.99% | 18 |
|
|
2022
Q2 | $3.93M | Sell |
21,313
-200
| -0.9% | -$36.9K | 0.92% | 19 |
|
|
2022
Q1 | $3.93M | Hold |
21,513
| – | – | 0.82% | 19 |
|
|
2021
Q4 | $3.44M | Sell |
21,513
-150
| -0.7% | -$24K | 0.69% | 20 |
|
|
2021
Q3 | $3.4M | Hold |
21,663
| – | – | 0.76% | 20 |
|
|
2021
Q2 | $2.92M | Hold |
21,663
| – | – | 0.66% | 20 |
|
|
2021
Q1 | $3.08M | Sell |
21,663
-500
| -2% | -$71.1K | 0.76% | 19 |
|
|
2020
Q4 | $2.31M | Hold |
22,163
| – | – | 0.6% | 21 |
|
|
2020
Q3 | $1.71M | Buy |
22,163
+1
| +0% | +$77 | 0.52% | 21 |
|
|
2020
Q2 | $1.7M | Hold |
22,162
| – | – | 0.6% | 22 |
|
|
2020
Q1 | $1.21M | Sell |
22,162
-150
| -0.7% | -$8.16K | 0.48% | 25 |
|
|
2019
Q4 | $2.06M | Sell |
22,312
-60
| -0.3% | -$5.53K | 0.74% | 22 |
|
|
2019
Q3 | $1.83M | Hold |
22,372
| – | – | 0.72% | 21 |
|
|
2019
Q2 | $1.83M | Hold |
22,372
| – | – | 0.76% | 22 |
|
|
2019
Q1 | $1.58M | Sell |
22,372
-1,000
| -4% | -$70.6K | 0.7% | 22 |
|
|
2018
Q4 | $1.43M | Hold |
23,372
| – | – | 0.73% | 22 |
|
|
2018
Q3 | $1.51M | Hold |
23,372
| – | – | 0.85% | 17 |
|
|
2018
Q2 | $1.53M | Sell |
23,372
-950
| -4% | -$62.3K | 1% | 14 |
|
|
2018
Q1 | $1.49M | Buy |
24,322
+5,300
| +28% | +$324K | 1.05% | 15 |
|
|
2017
Q4 | $1.17M | Buy |
+19,022
| New | +$1.17M | 0.83% | 17 |
|