MWPCG
Measured Wealth Private Client Group’s Taylor Morrison TMHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,545
| Closed | -$213K | – | 197 |
|
|
2025
Q1 | $213K | Sell |
3,545
-5,788
| -62% | -$348K | 0.07% | 163 |
|
|
2024
Q4 | $571K | Buy |
9,333
+50
| +0.5% | +$3.06K | 0.18% | 71 |
|
|
2024
Q3 | $652K | Sell |
9,283
-491
| -5% | -$34.5K | 0.22% | 63 |
|
|
2024
Q2 | $542K | Buy |
9,774
+30
| +0.3% | +$1.66K | 0.19% | 83 |
|
|
2024
Q1 | $606K | Buy |
9,744
+386
| +4% | +$24K | 0.21% | 79 |
|
|
2023
Q4 | $499K | Sell |
9,358
-40
| -0.4% | -$2.13K | 0.18% | 93 |
|
|
2023
Q3 | $400K | Buy |
9,398
+358
| +4% | +$15.3K | 0.16% | 101 |
|
|
2023
Q2 | $441K | Sell |
9,040
-733
| -8% | -$35.7K | 0.17% | 102 |
|
|
2023
Q1 | $374K | Buy |
9,773
+3,151
| +48% | +$121K | 0.14% | 113 |
|
|
2022
Q4 | $201K | Buy |
+6,622
| New | +$201K | 0.08% | 163 |
|