IFP Advisors’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 | $64.9K | Buy |
+1,031
| New | +$64.9K | ﹤0.01% | 1903 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$122 | – | 4688 |
|
|
2024
Q4 | $122 | Buy |
+2
| New | +$122 | ﹤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% | -$85.8K | ﹤0.01% | 2620 |
|
|
2023
Q4 | $76K | Buy |
1,424
+810
| +132% | +$43.2K | ﹤0.01% | 1366 |
|
|
2023
Q3 | $26.2K | Buy |
614
+357
| +139% | +$15.2K | ﹤0.01% | 1811 |
|
|
2023
Q2 | $12.5K | Buy |
257
+188
| +272% | +$9.17K | ﹤0.01% | 2213 |
|
|
2023
Q1 | $1.5K | Buy |
69
+11
| +19% | +$240 | ﹤0.01% | 2981 |
|
|
2022
Q4 | $2K | Sell |
58
-938
| -94% | -$32.3K | ﹤0.01% | 4227 |
|
|
2022
Q3 | $21K | Sell |
996
-63
| -6% | -$1.33K | ﹤0.01% | 3051 |
|
|
2022
Q2 | $23K | Hold |
1,059
| – | – | ﹤0.01% | 2736 |
|
|
2022
Q1 | $23K | Buy |
+1,059
| New | +$23K | ﹤0.01% | 2736 |
|
|
2021
Q3 | – | Sell |
-364
| Closed | -$10K | – | 4508 |
|
|
2021
Q2 | $10K | Buy |
+364
| New | +$10K | ﹤0.01% | 2214 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4178 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3989 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3843 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3666 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3592 |
|
|
2019
Q4 | – | Sell |
-29,007
| Closed | -$730K | – | 3561 |
|
|
2019
Q3 | $730K | Buy |
+29,007
| New | +$730K | 0.05% | 388 |
|