CORNERSTONE WEALTH MANAGEMENT, LLC – LPL Financial Holdings Inc. Transaction History
CORNERSTONE WEALTH MANAGEMENT, LLC portfolio value:
$3.72M
portfolio value
CORNERSTONE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+18.43%
quarter
LPL Financial Holdings Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.87% | 313 shares | 638K | $218.48 | 17.04K |
| Q2 2022 | share | Increase | +0.28% | 46 shares | 38K | $184.48 | 16.73K |
| Q1 2022 | share | Increase | +1.12% | 185 shares | 408K | $182.68 | 16.68K |
| Q4 2021 | share | Increase | +0.81% | 132 shares | 75K | $161.87 | 16.50K |
| Q3 2021 | share | Decrease | -0.01% | -2 shares | 356K | $156.52 | 16.37K |
| Q2 2021 | share | Increase | +0.23% | 38 shares | -112K | $134.55 | 16.37K |
| Q1 2021 | share | Decrease | -3.75% | -637 shares | 553K | $141.47 | 16.33K |
| Q4 2020 | share | Decrease | -0.44% | -75 shares | 462K | $103.53 | 16.97K |
| Q3 2020 | share | Decrease | -8.83% | -1.65K shares | -159K | $75.95 | 17.04K |
| Q2 2020 | share | Increase | +2.35% | 429 shares | 472K | $77.43 | 18.69K |
| Q1 2020 | share | Increase | +14.39% | 2.29K shares | -479K | $53.58 | 18.27K |
| Q4 2019 | share | Increase | +2.93% | 455 shares | 202K | $90.35 | 15.97K |
| Q3 2019 | share | Decrease | -0.01% | -1 shares | 4K | $79.98 | 15.51K |
| Q2 2019 | share | Increase | +40.21% | 4.45K shares | 1.26M | $79.39 | 15.51K |
| Q1 2019 | share | Increase | +23.43% | 2.10K shares | -547.62K | $67.58 | 11.06K |
| Q4 2018 | share | Decrease | -98.01% | -441.07K shares | -7.92M | $59.06 | 8.96K |
| Q3 2018 | share | Decrease | -18.72% | -103.66K shares | 78K | $62.14 | 450.04K |
| Q2 2018 | share | Increase | +6673.97% | 545.53K shares | 7.90M | $62.9 | 553.70K |
| Q1 2018 | share | 0.00% | 0 shares | -3K | $58.4 | 8.17K | |
| Q4 2017 | share | Decrease | -3.48% | -295 shares | 42K | $54.43 | 8.17K |
| Q3 2017 | share | Increase | +21.18% | 1.48K shares | 153K | $48.88 | 8.46K |
| Q2 2017 | share | Increase | 0.00% | 6.98K shares | 298K | $40.03 | 6.98K |