IWP
Insight 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 | $220K | Buy |
208
+11
| +6% | +$11.6K | 0.09% | 100 |
|
|
2025
Q1 | $261K | Hold |
197
| – | – | 0.04% | 90 |
|
|
2024
Q4 | $218K | Buy |
+197
| New | +$218K | 0.03% | 87 |
|
|
2024
Q2 | – | Sell |
-24,585
| Closed | -$14.2M | – | 93 |
|
|
2024
Q1 | $14.2M | Buy |
24,585
+16,390
| +200% | +$9.48M | 2.45% | 2 |
|
|
2023
Q4 | $12.9M | Buy |
8,195
+65
| +0.8% | +$102K | 2.23% | 3 |
|
|
2023
Q3 | $14.8M | Hold |
8,130
| – | – | 2.87% | 1 |
|
|
2023
Q2 | $10.7M | Hold |
8,130
| – | – | 2.48% | 3 |
|
|
2023
Q1 | $13.8M | Hold |
8,130
| – | – | 3.1% | 1 |
|
|
2022
Q4 | $19.1M | Hold |
8,130
| – | – | 14.25% | 1 |
|
|
2022
Q3 | $14.4M | Hold |
8,130
| – | – | 13.63% | 2 |
|
|
2022
Q2 | $12.1M | Hold |
8,130
| – | – | 9.09% | 3 |
|
|
2022
Q1 | $11M | Hold |
8,130
| – | – | 6.11% | 3 |
|
|
2021
Q4 | $10.2M | Hold |
8,130
| – | – | 1.9% | 6 |
|
|
2021
Q3 | $9.83M | Hold |
8,130
| – | – | 5.27% | 6 |
|
|
2021
Q2 | $13M | Buy |
+8,130
| New | +$13M | 6.93% | 2 |
|
|
2021
Q1 | – | Sell |
-8,130
| Closed | -$5.91M | – | 58 |
|
|
2020
Q4 | $5.91M | Sell |
8,130
-30
| -0.4% | -$21.8K | 3.62% | 5 |
|
|
2020
Q3 | $3.69M | Hold |
8,160
| – | – | 3.52% | 10 |
|
|
2020
Q2 | $4.85M | Hold |
8,160
| – | – | 4.98% | 3 |
|
|
2020
Q1 | $3.1M | Hold |
8,160
| – | – | 4.04% | 6 |
|
|
2019
Q4 | $6.38M | Buy |
+8,160
| New | +$6.38M | 6.32% | 3 |
|