EWM
Evercore 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 | $820K | Hold |
776
| – | – | 0.01% | 227 |
|
2025
Q1 | $1.03M | Sell |
776
-130
| -14% | -$172K | 0.02% | 212 |
|
2024
Q4 | $1M | Hold |
906
| – | – | 0.02% | 218 |
|
2024
Q3 | $802K | Hold |
906
| – | – | 0.01% | 237 |
|
2024
Q2 | $665K | Hold |
906
| – | – | 0.01% | 248 |
|
2024
Q1 | $524K | Buy |
906
+599
| +195% | +$347K | 0.01% | 278 |
|
2023
Q4 | $483K | Buy |
307
+5
| +2% | +$7.86K | 0.01% | 286 |
|
2023
Q3 | $551K | Sell |
302
-438
| -59% | -$799K | 0.01% | 265 |
|
2023
Q2 | $974K | Buy |
740
+438
| +145% | +$577K | 0.02% | 218 |
|
2023
Q1 | $514K | Buy |
302
+20
| +7% | +$34K | 0.01% | 272 |
|
2022
Q4 | $661K | Hold |
282
| – | – | 0.01% | 248 |
|
2022
Q3 | $501K | Hold |
282
| – | – | 0.01% | 256 |
|
2022
Q2 | $420K | Hold |
282
| – | – | 0.01% | 278 |
|
2022
Q1 | $381K | Hold |
282
| – | – | 0.01% | 311 |
|
2021
Q4 | $352K | Hold |
282
| – | – | 0.01% | 331 |
|
2021
Q3 | $341K | Hold |
282
| – | – | 0.01% | 340 |
|
2021
Q2 | $451K | Hold |
282
| – | – | 0.01% | 304 |
|
2021
Q1 | $448K | Hold |
282
| – | – | 0.01% | 312 |
|
2020
Q4 | $205K | Buy |
+282
| New | +$205K | ﹤0.01% | 410 |
|