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Beacon Investment Advisory Services’s Tyler Technologies TYL Stock Holding History

Beacon Investment Advisory Services’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-400
Closed -$233K – 260
2025
Q1 		$233K Hold
400
– – 0.01% 222
2024
Q4 		$231K Hold
400
– – 0.01% 231
2024
Q3 		$233K Hold
400
– – 0.01% 236
2024
Q2 		$201K Sell
400
-150
-27% -$69.1K 0.01% 254
2024
Q1 		$234K Hold
550
– – 0.01% 246
2023
Q4 		$230K Hold
550
– – 0.01% 247
2023
Q3 		$212K Sell
550
-250
-31% -$98.2K 0.01% 263
2023
Q2 		$333K Sell
800
-1,100
-58% -$424K 0.02% 230
2023
Q1 		$674K Hold
1,900
– – 0.03% 164
2022
Q4 		$613K Hold
1,900
– – 0.03% 169
2022
Q3 		$660K Buy
+1,900
New +$707K 0.04% 172

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Morgan Stanley
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return