JFS Wealth 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 | $8.05K | Hold |
131
| – | – | ﹤0.01% | 937 |
|
|
2025
Q1 | $7.87K | Hold |
131
| – | – | ﹤0.01% | 959 |
|
|
2024
Q4 | $8.02K | Hold |
131
| – | – | ﹤0.01% | 931 |
|
|
2024
Q3 | $9.21K | Buy |
131
+3
| +2% | +$211 | ﹤0.01% | 887 |
|
|
2024
Q2 | $7.1K | Hold |
128
| – | – | ﹤0.01% | 915 |
|
|
2024
Q1 | $7.96K | Hold |
128
| – | – | ﹤0.01% | 895 |
|
|
2023
Q4 | $6.83K | Sell |
128
-7
| -5% | -$373 | ﹤0.01% | 931 |
|
|
2023
Q3 | $5.75K | Hold |
135
| – | – | ﹤0.01% | 933 |
|
|
2023
Q2 | $6.58K | Hold |
135
| – | – | ﹤0.01% | 886 |
|
|
2023
Q1 | $5.17K | Buy |
135
+1
| +0.7% | +$38 | ﹤0.01% | 972 |
|
|
2022
Q4 | $4.07K | Buy |
134
+15
| +13% | +$455 | ﹤0.01% | 1075 |
|
|
2022
Q3 | $3K | Buy |
119
+83
| +231% | +$2.09K | ﹤0.01% | 1248 |
|
|
2022
Q2 | $1K | Sell |
36
-72
| -67% | -$2K | ﹤0.01% | 1650 |
|
|
2022
Q1 | $3K | Buy |
108
+59
| +120% | +$1.64K | ﹤0.01% | 1326 |
|
|
2021
Q4 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 1171 |
|