TLW Wealth Management, LLC Buys PayPal Holdings Inc, Coca-Cola Co, Twitter Inc, Sells General Motors Co, Kohl's Corp, JM Smucker Co

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Jan 31, 2020
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Investment company TLW Wealth Management, LLC (Current Portfolio) buys PayPal Holdings Inc, Coca-Cola Co, Twitter Inc, The Home Depot Inc, Boeing Co, sells General Motors Co, Kohl's Corp, JM Smucker Co, Square Inc, Canopy Growth Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, TLW Wealth Management, LLC. As of 2019Q4, TLW Wealth Management, LLC owns 27 stocks with a total value of $115 million. These are the details of the buys and sells.

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
  1. Crocs Inc (CROX) - 222,516 shares, 8.10% of the total portfolio. Shares reduced by 0.31%
  2. Apple Inc (AAPL) - 27,343 shares, 6.97% of the total portfolio. Shares reduced by 0.82%
  3. Microsoft Corp (MSFT) - 48,059 shares, 6.58% of the total portfolio. Shares added by 0.08%
  4. Berkshire Hathaway Inc (BRK.B) - 32,317 shares, 6.36% of the total portfolio. Shares added by 0.33%
  5. Alphabet Inc (GOOG) - 5,319 shares, 6.18% of the total portfolio. Shares added by 0.49%
New Purchase: Franklin Universal Trust (FT)

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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