IFP Advisors’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 | $4.59M | Buy |
78,779
+9,085
| +13% | +$568K | 0.1% | 235 |
|
|
2025
Q4 | $4.1M | Buy |
69,694
+69,109
| +11,814% | +$4.22M | 0.09% | 233 |
|
|
2025
Q3 | $38.6K | Sell |
585
-446
| -43% | -$29.4K | ﹤0.01% | 2206 |
|
|
2025
Q2 | $64.9K | Buy |
+1,031
| New | +$59.9K | ﹤0.01% | 1903 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$122 | – | 4688 |
|
|
2024
Q4 | $122 | Buy |
+2
| New | +$136 | ﹤0.01% | 3964 |
|
|
2024
Q3 | – | Sell |
-43
| Closed | -$2.38K | – | 3438 |
|
|
2024
Q2 | $2.38K | Hold |
43
| – | – | ﹤0.01% | 2775 |
|
|
2024
Q1 | $2.67K | Sell |
43
-1,381
| -97% | -$76.1K | ﹤0.01% | 2620 |
|
|
2023
Q4 | $76K | Buy |
1,424
+810
| +132% | +$36.2K | ﹤0.01% | 1366 |
|
|
2023
Q3 | $26.2K | Buy |
614
+357
| +139% | +$16.8K | ﹤0.01% | 1811 |
|
|
2023
Q2 | $12.5K | Buy |
257
+188
| +272% | +$8.09K | ﹤0.01% | 2213 |
|
|
2023
Q1 | $1.5K | Buy |
69
+11
| +19% | +$386 | ﹤0.01% | 2981 |
|
|
2022
Q4 | $2K | Sell |
58
-938
| -94% | -$26.1K | ﹤0.01% | 4227 |
|
|
2022
Q3 | $21K | Sell |
996
-63
| -6% | -$1.64K | ﹤0.01% | 3050 |
|
|
2022
Q2 | $23K | Hold |
1,059
| – | – | ﹤0.01% | 2735 |
|
|
2022
Q1 | $23K | Buy |
+1,059
| New | +$32.2K | ﹤0.01% | 2735 |
|
|
2021
Q3 | – | Sell |
-364
| Closed | -$10K | – | 4573 |
|
|
2021
Q2 | $10K | Buy |
+364
| New | +$10.8K | ﹤0.01% | 2223 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4230 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4028 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3883 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3705 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3648 |
|
|
2019
Q4 | – | Sell |
-29,007
| Closed | -$730K | – | 3574 |
|
|
2019
Q3 | $730K | Buy |
+29,007
| New | +$668K | 0.05% | 388 |
|
Other funds holding TMHC
VPM
VCM
