Integrated Wealth Concepts’s Texas Pacific Land TPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.84M Buy
2,691
+102
+4% +$108K 0.03% 508
2025
Q1
$3.43M Buy
2,589
+109
+4% +$144K 0.04% 418
2024
Q4
$2.74M Buy
2,480
+282
+13% +$312K 0.03% 458
2024
Q3
$1.94M Buy
2,198
+473
+27% +$418K 0.02% 559
2024
Q2
$1.27M Buy
1,725
+245
+17% +$180K 0.02% 651
2024
Q1
$856K Buy
1,480
+10
+0.7% +$5.78K 0.01% 824
2023
Q4
$771K Buy
1,470
+90
+7% +$47.2K 0.01% 820
2023
Q3
$839K Sell
1,380
-12
-0.9% -$7.29K 0.01% 757
2023
Q2
$611K Buy
1,392
+12
+0.9% +$5.26K 0.01% 898
2023
Q1
$782K Hold
1,380
0.02% 706
2022
Q4
$1.08M Hold
1,380
0.03% 457
2022
Q3
$817K Buy
1,380
+3
+0.2% +$1.78K 0.03% 464
2022
Q2
$684K Hold
1,377
0.02% 513
2022
Q1
$620K Sell
1,377
-39
-3% -$17.6K 0.02% 522
2021
Q4
$590K Buy
1,416
+42
+3% +$17.5K 0.02% 578
2021
Q3
$554K Buy
1,374
+30
+2% +$12.1K 0.02% 555
2021
Q2
$716K Hold
1,344
0.03% 447
2021
Q1
$711K Buy
+1,344
New +$711K 0.03% 380