BCWM
Bartlett & Co Wealth Management’s Texas Pacific Land TPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Buy |
5,063
+10
| +0.2% | +$10.6K | 0.07% | 137 |
|
|
2025
Q1 | $6.7M | Hold |
5,053
| – | – | 0.1% | 120 |
|
|
2024
Q4 | $5.59M | Buy |
5,053
+10
| +0.2% | +$11.1K | 0.08% | 130 |
|
|
2024
Q3 | $4.46M | Hold |
5,043
| – | – | 0.06% | 143 |
|
|
2024
Q2 | $3.7M | Hold |
5,043
| – | – | 0.06% | 154 |
|
|
2024
Q1 | $2.92M | Buy |
5,043
+3,362
| +200% | +$1.94M | 0.04% | 168 |
|
|
2023
Q4 | $2.69M | Hold |
1,681
| – | – | 0.04% | 176 |
|
|
2023
Q3 | $3.07M | Hold |
1,681
| – | – | 0.06% | 159 |
|
|
2023
Q2 | $2.21M | Buy |
1,681
+6
| +0.4% | +$7.9K | 0.04% | 193 |
|
|
2023
Q1 | $2.85M | Hold |
1,675
| – | – | 0.06% | 153 |
|
|
2022
Q4 | $3.93M | Hold |
1,675
| – | – | 0.08% | 143 |
|
|
2022
Q3 | $2.98M | Hold |
1,675
| – | – | 0.06% | 145 |
|
|
2022
Q2 | $2.49M | Hold |
1,675
| – | – | 0.05% | 158 |
|
|
2022
Q1 | $2.26M | Hold |
1,675
| – | – | 0.04% | 173 |
|
|
2021
Q4 | $2.09M | Hold |
1,675
| – | – | 0.04% | 176 |
|
|
2021
Q3 | $2.03M | Hold |
1,675
| – | – | 0.04% | 169 |
|
|
2021
Q2 | $2.68M | Hold |
1,675
| – | – | 0.05% | 156 |
|
|
2021
Q1 | $2.66M | Sell |
1,675
-100
| -6% | -$159K | 0.05% | 153 |
|
|
2020
Q4 | $1.29M | Sell |
1,775
-25
| -1% | -$18.2K | 0.03% | 192 |
|
|
2020
Q3 | $813K | Hold |
1,800
| – | – | 0.02% | 209 |
|
|
2020
Q2 | $1.07M | Hold |
1,800
| – | – | 0.03% | 197 |
|
|
2020
Q1 | $684K | Hold |
1,800
| – | – | 0.02% | 210 |
|
|
2019
Q4 | $1.41M | Hold |
1,800
| – | – | 0.03% | 190 |
|
|
2019
Q3 | $1.17M | Buy |
+1,800
| New | +$1.17M | 0.03% | 196 |
|