Allworth Financial’s Taylor Morrison TMHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $145K | Buy |
2,486
+275
| +12% | +$17.2K | ﹤0.01% | 1599 |
|
|
2025
Q4 | $130K | Buy |
2,211
+665
| +43% | +$40.7K | ﹤0.01% | 1587 |
|
|
2025
Q3 | $102K | Buy |
1,546
+200
| +15% | +$13.2K | ﹤0.01% | 1676 |
|
|
2025
Q2 | $82.7K | Buy |
1,346
+1,014
| +305% | +$58.9K | ﹤0.01% | 1646 |
|
|
2025
Q1 | $19.3K | Sell |
332
-48
| -13% | -$2.99K | ﹤0.01% | 2100 |
|
|
2024
Q4 | $25.1K | Buy |
380
+60
| +19% | +$4.09K | ﹤0.01% | 1955 |
|
|
2024
Q3 | $22.5K | Sell |
320
-28
| -8% | -$1.79K | ﹤0.01% | 1832 |
|
|
2024
Q2 | $22.4K | Buy |
348
+18
| +5% | +$1.03K | ﹤0.01% | 1811 |
|
|
2024
Q1 | $20.5K | Buy |
330
+58
| +21% | +$3.19K | ﹤0.01% | 1761 |
|
|
2023
Q4 | $14.5K | Sell |
272
-20
| -7% | -$894 | ﹤0.01% | 1822 |
|
|
2023
Q3 | $12.4K | Buy |
292
+20
| +7% | +$941 | ﹤0.01% | 1762 |
|
|
2023
Q2 | $13.3K | Hold |
272
| – | – | ﹤0.01% | 1765 |
|
|
2023
Q1 | $10.4K | Hold |
272
| – | – | ﹤0.01% | 1779 |
|
|
2022
Q4 | $8.26K | Sell |
272
-41
| -13% | -$1.14K | ﹤0.01% | 1744 |
|
|
2022
Q3 | $7K | Buy |
313
+113
| +57% | +$2.94K | ﹤0.01% | 1794 |
|
|
2022
Q2 | $5K | Sell |
200
-106
| -35% | -$2.81K | ﹤0.01% | 1767 |
|
|
2022
Q1 | $8K | Buy |
306
+6
| +2% | +$183 | ﹤0.01% | 1551 |
|
|
2021
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 1386 |
|
|
2021
Q3 | $8K | Buy |
300
+100
| +50% | +$2.65K | ﹤0.01% | 1414 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 1225 |
|
|
2021
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 1105 |
|
|
2020
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 857 |
|
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 917 |
|
|
2020
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 1089 |
|
|
2019
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 816 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 687 |
|
|
2019
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 719 |
|
|
2019
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 734 |
|
|
2018
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 700 |
|
|
2018
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 703 |
|
|
2018
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 687 |
|
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 596 |
|
|
2017
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 572 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 601 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 583 |
|
|
2017
Q1 | $4K | Buy |
+200
| New | +$4.03K | ﹤0.01% | 575 |
|
Other funds holding TMHC
VPM
VCM
