EP Wealth Advisors’s Texas Pacific Land TPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Buy |
616
+36
| +6% | +$38K | ﹤0.01% | 681 |
|
|
2025
Q1 | $768K | Sell |
580
-832
| -59% | -$1.1M | 0.01% | 563 |
|
|
2024
Q4 | $1.56M | Buy |
1,412
+395
| +39% | +$437K | 0.01% | 399 |
|
|
2024
Q3 | $900K | Buy |
+1,017
| New | +$900K | 0.01% | 521 |
|
|
2021
Q3 | – | Sell |
-1,215
| Closed | -$648K | – | 560 |
|
|
2021
Q2 | $648K | Hold |
1,215
| – | – | 0.02% | 295 |
|
|
2021
Q1 | $644K | Buy |
+1,215
| New | +$644K | 0.02% | 280 |
|