MGWM
Marks Group Wealth Management’s Tyler Technologies TYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
597
| – | – | 0.03% | 254 |
|
|
2025
Q1 | $347K | Sell |
597
-2
| -0.3% | -$1.16K | 0.03% | 266 |
|
|
2024
Q4 | $345K | Sell |
599
-68
| -10% | -$39.2K | 0.03% | 245 |
|
|
2024
Q3 | $389K | Sell |
667
-69
| -9% | -$40.3K | 0.04% | 238 |
|
|
2024
Q2 | $370K | Sell |
736
-95
| -11% | -$47.8K | 0.04% | 240 |
|
|
2024
Q1 | $353K | Buy |
831
+19
| +2% | +$8.08K | 0.04% | 246 |
|
|
2023
Q4 | $340K | Buy |
812
+15
| +2% | +$6.27K | 0.04% | 244 |
|
|
2023
Q3 | $308K | Buy |
797
+20
| +3% | +$7.72K | 0.04% | 240 |
|
|
2023
Q2 | $324K | Sell |
777
-8
| -1% | -$3.33K | 0.04% | 243 |
|
|
2023
Q1 | $278K | Buy |
785
+118
| +18% | +$41.8K | 0.04% | 251 |
|
|
2022
Q4 | $215K | Sell |
667
-2,388
| -78% | -$770K | 0.03% | 265 |
|
|
2022
Q3 | $1.06M | Sell |
3,055
-6,495
| -68% | -$2.26M | 0.16% | 147 |
|
|
2022
Q2 | $3.18M | Buy |
9,550
+322
| +3% | +$107K | 0.46% | 77 |
|
|
2022
Q1 | $4.11M | Buy |
9,228
+666
| +8% | +$296K | 0.52% | 78 |
|
|
2021
Q4 | $4.62M | Buy |
8,562
+152
| +2% | +$81.9K | 0.56% | 70 |
|
|
2021
Q3 | $3.86M | Buy |
8,410
+217
| +3% | +$99.6K | 0.52% | 74 |
|
|
2021
Q2 | $3.7M | Buy |
8,193
+2,189
| +36% | +$989K | 0.51% | 90 |
|
|
2021
Q1 | $2.56M | Buy |
6,004
+2,172
| +57% | +$925K | 0.38% | 100 |
|
|
2020
Q4 | $1.67M | Buy |
3,832
+179
| +5% | +$78.1K | 0.26% | 116 |
|
|
2020
Q3 | $1.27M | Buy |
3,653
+822
| +29% | +$286K | 0.23% | 119 |
|
|
2020
Q2 | $953K | Buy |
+2,831
| New | +$953K | 0.19% | 126 |
|