Venturi Wealth Management’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
Q1 | – | Sell |
-80
| Closed | -$88.5K | – | 1714 |
|
|
2024
Q4 | $88.5K | Hold |
80
| – | – | ﹤0.01% | 830 |
|
|
2024
Q3 | $70.8K | Sell |
80
-28
| -26% | -$24.8K | ﹤0.01% | 657 |
|
|
2024
Q2 | $79.3K | Hold |
108
| – | – | ﹤0.01% | 550 |
|
|
2024
Q1 | $62.5K | Sell |
108
-60
| -36% | -$34.7K | ﹤0.01% | 474 |
|
|
2023
Q4 | $88.1K | Hold |
168
| – | – | 0.01% | 424 |
|
|
2023
Q3 | $102K | Buy |
+168
| New | +$102K | 0.01% | 400 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$3.4K | – | 1274 |
|
|
2023
Q1 | $3.4K | Buy |
+6
| New | +$3.4K | ﹤0.01% | 902 |
|
|
2022
Q1 | – | Sell |
-456
| Closed | -$190K | – | 357 |
|
|
2021
Q4 | $190K | Sell |
456
-450
| -50% | -$188K | 0.01% | 333 |
|
|
2021
Q3 | $365K | Buy |
+906
| New | +$365K | 0.03% | 256 |
|