WMS Partners’s LPL Financial LPLA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,005	Closed	-$1.63M	–	158
2024 Q4	$1.63M	Buy	5,005 +5	+0.1%	+$1.63K	0.09%	89
2024 Q3	$1.16M	Hold	5,000	–	–	0.07%	110
2024 Q2	$1.4M	Buy	+5,000	New	+$1.4M	0.09%	85