Carson Wealth (CWM LLC)’s Texas Pacific Land TPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Sell |
655
-165
| -20% | -$174K | ﹤0.01% | 1444 |
|
|
2025
Q1 | $1.09M | Buy |
820
+156
| +23% | +$207K | ﹤0.01% | 1080 |
|
|
2024
Q4 | $735K | Buy |
664
+37
| +6% | +$41K | ﹤0.01% | 1228 |
|
|
2024
Q3 | $555K | Buy |
627
+243
| +63% | +$215K | ﹤0.01% | 1274 |
|
|
2024
Q2 | $282K | Buy |
384
+243
| +172% | +$178K | ﹤0.01% | 1420 |
|
|
2024
Q1 | $82K | Buy |
141
+9
| +7% | +$5.23K | ﹤0.01% | 2001 |
|
|
2023
Q4 | $69K | Buy |
132
+6
| +5% | +$3.14K | ﹤0.01% | 1982 |
|
|
2023
Q3 | $77K | Hold |
126
| – | – | ﹤0.01% | 1799 |
|
|
2023
Q2 | $55K | Sell |
126
-288
| -70% | -$126K | ﹤0.01% | 1909 |
|
|
2023
Q1 | $235K | Sell |
414
-6
| -1% | -$3.41K | ﹤0.01% | 1139 |
|
|
2022
Q4 | $328K | Sell |
420
-51
| -11% | -$39.8K | ﹤0.01% | 927 |
|
|
2022
Q3 | $279K | Sell |
471
-42
| -8% | -$24.9K | ﹤0.01% | 928 |
|
|
2022
Q2 | $254K | Buy |
513
+3
| +0.6% | +$1.49K | ﹤0.01% | 947 |
|
|
2022
Q1 | $230K | Buy |
510
+66
| +15% | +$29.8K | ﹤0.01% | 985 |
|
|
2021
Q4 | $185K | Buy |
+444
| New | +$185K | ﹤0.01% | 1058 |
|
|
2021
Q2 | $243K | Hold |
456
| – | – | ﹤0.01% | 840 |
|
|
2021
Q1 | $243K | Hold |
456
| – | – | ﹤0.01% | 840 |
|
|
2020
Q4 | $243K | Hold |
456
| – | – | ﹤0.01% | 840 |
|
|
2020
Q3 | $243K | Hold |
456
| – | – | ﹤0.01% | 840 |
|
|
2020
Q2 | $243K | Hold |
456
| – | – | ﹤0.01% | 840 |
|
|
2020
Q1 | $243K | Hold |
456
| – | – | ﹤0.01% | 840 |
|
|
2019
Q4 | $243K | Hold |
456
| – | – | ﹤0.01% | 840 |
|
|
2019
Q3 | $243K | Hold |
456
| – | – | ﹤0.01% | 840 |
|
|
2019
Q2 | $243K | Hold |
456
| – | – | ﹤0.01% | 840 |
|
|
2019
Q1 | $243K | Buy |
+456
| New | +$243K | ﹤0.01% | 840 |
|
|
2015
Q4 | – | Sell |
-4,410
| Closed | -$206K | – | 750 |
|
|
2015
Q3 | $206K | Buy |
+4,410
| New | +$206K | 0.02% | 204 |
|