- New Purchases: FT, SBUX, EWC,
- Added Positions: PYPL, KO, TWTR, HD, BA, WMT, WM,
- Reduced Positions: SQ,
- Sold Out: GM, KSS, SJM, CGC,
For the details of TLW Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tlw+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of TLW Wealth Management, LLC- Crocs Inc (CROX) - 222,516 shares, 8.10% of the total portfolio. Shares reduced by 0.31%
- Apple Inc (AAPL) - 27,343 shares, 6.97% of the total portfolio. Shares reduced by 0.82%
- Microsoft Corp (MSFT) - 48,059 shares, 6.58% of the total portfolio. Shares added by 0.08%
- Berkshire Hathaway Inc (BRK.B) - 32,317 shares, 6.36% of the total portfolio. Shares added by 0.33%
- Alphabet Inc (GOOG) - 5,319 shares, 6.18% of the total portfolio. Shares added by 0.49%
TLW Wealth Management, LLC initiated holding in Franklin Universal Trust. The purchase prices were between $7.45 and $7.97, with an estimated average price of $7.64. The stock is now traded at around $8.03. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,413 shares as of .
New Purchase: iShares MSCI Canada ETF (EWC)TLW Wealth Management, LLC initiated holding in iShares MSCI Canada ETF. The purchase prices were between $27.59 and $29.89, with an estimated average price of $28.87. The stock is now traded at around $29.68. The impact to a portfolio due to this purchase was 0.01%. The holding were 565 shares as of .
New Purchase: Starbucks Corp (SBUX)TLW Wealth Management, LLC initiated holding in Starbucks Corp. The purchase prices were between $81.77 and $88.78, with an estimated average price of $85.31. The stock is now traded at around $85.02. The impact to a portfolio due to this purchase was 0.01%. The holding were 90 shares as of .
Added: PayPal Holdings Inc (PYPL)TLW Wealth Management, LLC added to a holding in PayPal Holdings Inc by 111.78%. The purchase prices were between $96.64 and $109.75, with an estimated average price of $104.36. The stock is now traded at around $113.86. The impact to a portfolio due to this purchase was 2.71%. The holding were 54,562 shares as of .
Added: Coca-Cola Co (KO)TLW Wealth Management, LLC added to a holding in Coca-Cola Co by 162.37%. The purchase prices were between $51.71 and $55.35, with an estimated average price of $53.77. The stock is now traded at around $58.46. The impact to a portfolio due to this purchase was 2.31%. The holding were 77,879 shares as of .
Added: Twitter Inc (TWTR)TLW Wealth Management, LLC added to a holding in Twitter Inc by 67.95%. The purchase prices were between $28.89 and $40.8, with an estimated average price of $32.75. The stock is now traded at around $32.55. The impact to a portfolio due to this purchase was 2.19%. The holding were 194,423 shares as of .
Added: The Home Depot Inc (HD)TLW Wealth Management, LLC added to a holding in The Home Depot Inc by 74.91%. The purchase prices were between $212 and $238.85, with an estimated average price of $226.26. The stock is now traded at around $229.96. The impact to a portfolio due to this purchase was 1.25%. The holding were 15,317 shares as of .
Added: Boeing Co (BA)TLW Wealth Management, LLC added to a holding in Boeing Co by 45.51%. The purchase prices were between $325.76 and $376.54, with an estimated average price of $353.58. The stock is now traded at around $318.47. The impact to a portfolio due to this purchase was 1.08%. The holding were 12,176 shares as of .
Added: Walmart Inc (WMT)TLW Wealth Management, LLC added to a holding in Walmart Inc by 32.85%. The purchase prices were between $116.12 and $121.28, with an estimated average price of $119.15. The stock is now traded at around $114.30. The impact to a portfolio due to this purchase was 0.74%. The holding were 29,209 shares as of .
Sold Out: General Motors Co (GM)TLW Wealth Management, LLC sold out a holding in General Motors Co. The sale prices were between $33.88 and $38.72, with an estimated average price of $36.34.
Sold Out: Kohl's Corp (KSS)TLW Wealth Management, LLC sold out a holding in Kohl's Corp. The sale prices were between $45.94 and $59.08, with an estimated average price of $50.83.
Sold Out: JM Smucker Co (SJM)TLW Wealth Management, LLC sold out a holding in JM Smucker Co. The sale prices were between $101.51 and $108.4, with an estimated average price of $105.79.
Sold Out: Canopy Growth Corp (CGC)TLW Wealth Management, LLC sold out a holding in Canopy Growth Corp. The sale prices were between $14.22 and $23.38, with an estimated average price of $19.8.
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