MSWM
Mowery & Schoenfeld 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 | $518K | Hold |
490
| – | – | 0.79% | 23 |
|
|
2025
Q1 | $649K | Sell |
490
-5
| -1% | -$6.63K | 1.27% | 17 |
|
|
2024
Q4 | $547K | Hold |
495
| – | – | 1.06% | 20 |
|
|
2024
Q3 | $438K | Hold |
495
| – | – | 0.69% | 24 |
|
|
2024
Q2 | $363K | Hold |
495
| – | – | 0.52% | 25 |
|
|
2024
Q1 | $286K | Buy |
495
+330
| +200% | +$191K | 0.55% | 24 |
|
|
2023
Q4 | $259K | Buy |
+165
| New | +$259K | 0.52% | 26 |
|