Journey Strategic Wealth’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 | $296K | Buy |
4,818
+299
| +7% | +$18.4K | 0.01% | 441 |
|
2025
Q1 | $271K | Buy |
4,519
+1
| +0% | +$60 | 0.01% | 364 |
|
2024
Q4 | $277K | Hold |
4,518
| – | – | 0.01% | 357 |
|
2024
Q3 | $317K | Buy |
4,518
+48
| +1% | +$3.37K | 0.01% | 321 |
|
2024
Q2 | $248K | Buy |
4,470
+64
| +1% | +$3.55K | 0.01% | 300 |
|
2024
Q1 | $274K | Hold |
4,406
| – | – | 0.01% | 208 |
|
2023
Q4 | $235K | Buy |
+4,406
| New | +$235K | 0.01% | 178 |
|
2023
Q3 | – | Sell |
-4,406
| Closed | -$215K | – | 223 |
|
2023
Q2 | $215K | Buy |
+4,406
| New | +$215K | 0.01% | 160 |
|