LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Texas Pacific Land TPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-135
| Closed | -$170K | – | 583 |
|
|
2024
Q4 | $170K | Sell |
135
-99
| -42% | -$124K | ﹤0.01% | 301 |
|
|
2024
Q3 | $255K | Hold |
234
| – | – | ﹤0.01% | 257 |
|
|
2024
Q2 | $193K | Sell |
234
-2,904
| -93% | -$2.39M | ﹤0.01% | 274 |
|
|
2024
Q1 | $1.84M | Buy |
3,138
+2,092
| +200% | +$1.23M | 0.02% | 118 |
|
|
2023
Q4 | $1.53M | Sell |
1,046
-30
| -3% | -$43.8K | 0.02% | 128 |
|
|
2023
Q3 | $1.93M | Sell |
1,076
-70
| -6% | -$126K | 0.02% | 117 |
|
|
2023
Q2 | $1.51M | Buy |
+1,146
| New | +$1.51M | 0.02% | 127 |
|