LAM
Lummis Asset Management’s TPG TPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9K | Hold |
379
| – | – | 0.01% | 98 |
|
|
2025
Q1 | $18K | Hold |
379
| – | – | 0.01% | 106 |
|
|
2024
Q4 | $23.8K | Sell |
379
-379
| -50% | -$23.8K | 0.03% | 69 |
|
|
2024
Q3 | $43.6K | Hold |
758
| – | – | 0.05% | 68 |
|
|
2024
Q2 | $31.4K | Hold |
758
| – | – | 0.04% | 65 |
|
|
2024
Q1 | $33.9K | Hold |
758
| – | – | 0.05% | 66 |
|
|
2023
Q4 | $32.7K | Buy |
+758
| New | +$32.7K | 0.03% | 91 |
|