Wolff Wiese Magana’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 | $14K | Hold |
|
|||||
|
2025
Q2 | $15.7K | Hold |
|
|||||
|
2025
Q1 | $13.7K | Buy |
|
|||||
|
2024
Q4 | $7.18K | Hold |
|
|||||
|
2024
Q3 | $5.12K | Buy |
|
|||||
|
2024
Q2 | $4.19K | Hold |
|
|||||
|
2024
Q1 | $3.96K | Hold |
|
|||||
|
2023
Q4 | $3.42K | Hold |
|
|||||
|
2023
Q3 | $3.56K | Hold |
|
|||||
|
2023
Q2 | $3.26K | Hold |
|
|||||
|
2023
Q1 | $3.04K | Hold |
|
|||||
|
2022
Q4 | $3.24K | Sell |
|
|||||
|
2022
Q3 | $34K | Buy |
|
|||||
|
2022
Q2 | $28K | Sell |
|
|||||
|
2022
Q1 | $29K | Sell |
|
|||||
|
2021
Q4 | $25K | Sell |
|
|||||
|
2021
Q3 | $553K | Buy |
|
|||||
|
2021
Q2 | $8K | Buy |
|
|||||
|
2021
Q1 | $4K | Buy |
|