CWS
Confluence Wealth Services’s Texas Pacific Land TPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
1,465
-22
| -1% | -$23.2K | 0.08% | 116 |
|
|
2025
Q1 | $1.98M | Buy |
1,487
+7
| +0.5% | +$9.31K | 0.12% | 88 |
|
|
2024
Q4 | $2.08M | Sell |
1,480
-77
| -5% | -$108K | 0.14% | 81 |
|
|
2024
Q3 | $1.38M | Buy |
1,557
+63
| +4% | +$55.7K | 0.1% | 109 |
|
|
2024
Q2 | $1.1M | Buy |
1,494
+219
| +17% | +$161K | 0.09% | 137 |
|
|
2024
Q1 | $738K | Buy |
1,275
+1,050
| +467% | +$607K | 0.07% | 168 |
|
|
2023
Q4 | $354K | Buy |
+225
| New | +$354K | 0.04% | 218 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$3K | – | 1073 |
|
|
2021
Q4 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 1123 |
|