WJ Wealth 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	$750K	Hold	2,000	–	–	0.24%	58
2025 Q1	$654K	Hold	2,000	–	–	0.23%	54
2024 Q4	$653K	Hold	2,000	–	–	0.22%	53
2024 Q3	$465K	Hold	2,000	–	–	0.16%	56
2024 Q2	$559K	Hold	2,000	–	–	0.2%	55
2024 Q1	$528K	Hold	2,000	–	–	0.21%	52
2023 Q4	$455K	Hold	2,000	–	–	0.2%	55
2023 Q3	$475K	Hold	2,000	–	–	0.23%	47
2023 Q2	$435K	Buy	2,000 +1,000	+100%	+$217K	0.21%	45
2023 Q1	$202K	Sell	1,000 -1,000	-50%	-$202K	0.14%	49
2022 Q4	$432K	Sell	2,000 -2,000	-50%	-$432K	0.25%	39
2022 Q3	$874K	Hold	4,000	–	–	0.55%	28
2022 Q2	$738K	Buy	4,000 +2,000	+100%	+$369K	0.52%	26
2022 Q1	$365K	Hold	2,000	–	–	0.24%	33
2021 Q4	$320K	Hold	2,000	–	–	0.19%	45
2021 Q3	$314K	Hold	2,000	–	–	0.21%	45
2021 Q2	$270K	Hold	2,000	–	–	0.84%	37
2021 Q1	$284K	Hold	2,000	–	–	0.88%	33
2020 Q4	$208K	Buy	+2,000	New	+$208K	0.65%	37
2020 Q3	–	Sell	-4,000	Closed	-$314K	–	43
2020 Q2	$314K	Buy	+4,000	New	+$314K	0.22%	38