CWP
Curated Wealth Partners’s Texas Pacific Land TPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Hold |
2,766
| – | – | 0.34% | 17 |
|
|
2025
Q1 | $3.66M | Sell |
2,766
-308
| -10% | -$408K | 0.47% | 15 |
|
|
2024
Q4 | $3.4M | Sell |
3,074
-721
| -19% | -$797K | 0.39% | 15 |
|
|
2024
Q3 | $3.36M | Hold |
3,795
| – | – | 0.43% | 15 |
|
|
2024
Q2 | $2.79M | Buy |
+3,795
| New | +$2.79M | 0.39% | 16 |
|
|
2024
Q1 | – | Sell |
-1,490
| Closed | -$2.34M | – | 128 |
|
|
2023
Q4 | $2.34M | Hold |
1,490
| – | – | 0.38% | 18 |
|
|
2023
Q3 | $2.72M | Hold |
1,490
| – | – | 0.5% | 16 |
|
|
2023
Q2 | $1.96M | Hold |
1,490
| – | – | 0.38% | 17 |
|
|
2023
Q1 | $2.53M | Hold |
1,490
| – | – | 0.57% | 14 |
|
|
2022
Q4 | $3.49M | Sell |
1,490
-100
| -6% | -$234K | 0.85% | 10 |
|
|
2022
Q3 | $2.83M | Hold |
1,590
| – | – | 0.83% | 10 |
|
|
2022
Q2 | $2.37M | Sell |
1,590
-100
| -6% | -$149K | 0.7% | 12 |
|
|
2022
Q1 | $2.11M | Hold |
1,690
| – | – | 0.71% | 11 |
|
|
2021
Q4 | $2.11M | Hold |
1,690
| – | – | 0.68% | 12 |
|
|
2021
Q3 | $2.04M | Hold |
1,690
| – | – | 1.14% | 13 |
|
|
2021
Q2 | $2.7M | Hold |
1,690
| – | – | 1.47% | 11 |
|
|
2021
Q1 | $2.69M | Hold |
1,690
| – | – | 1.65% | 12 |
|
|
2020
Q4 | $1.23M | Buy |
+1,690
| New | +$1.23M | 0.8% | 24 |
|