Congress Wealth Management’s Taylor Morrison TMHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Buy	35,686 +14,892	+72%	+$915K	0.02%	538
2025 Q1	$1.25M	Buy	20,794 +434	+2%	+$26.1K	0.02%	580
2024 Q4	$1.25M	Sell	20,360 -15,974	-44%	-$978K	0.02%	488
2024 Q3	$2.55M	Buy	36,334 +18,998	+110%	+$1.33M	0.03%	386
2024 Q2	$961K	Buy	+17,336	New	+$961K	0.02%	431