EP Wealth Advisors’s Tyler Technologies TYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-908
| Closed | -$528K | – | 1475 |
|
|
2025
Q1 | $528K | Sell |
908
-953
| -51% | -$554K | ﹤0.01% | 687 |
|
|
2024
Q4 | $1.07M | Buy |
1,861
+1,356
| +269% | +$782K | 0.01% | 481 |
|
|
2024
Q3 | $295K | Sell |
505
-10
| -2% | -$5.84K | ﹤0.01% | 869 |
|
|
2024
Q2 | $259K | Sell |
515
-148
| -22% | -$74.4K | ﹤0.01% | 695 |
|
|
2024
Q1 | $282K | Buy |
663
+20
| +3% | +$8.5K | ﹤0.01% | 647 |
|
|
2023
Q4 | $269K | Sell |
643
-32
| -5% | -$13.4K | ﹤0.01% | 647 |
|
|
2023
Q3 | $261K | Buy |
+675
| New | +$261K | ﹤0.01% | 587 |
|