Muhlenkamp & Co’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 | $9.65M | Buy |
157,082
+1,876
| +1% | +$115K | 3.01% | 17 |
|
|
2025
Q1 | $9.32M | Sell |
155,206
-74
| -0% | -$4.44K | 3.05% | 17 |
|
|
2024
Q4 | $9.5M | Buy |
155,280
+457
| +0.3% | +$28K | 2.88% | 20 |
|
|
2024
Q3 | $10.9M | Sell |
154,823
-50
| -0% | -$3.51K | 3.33% | 20 |
|
|
2024
Q2 | $8.59M | Buy |
154,873
+143
| +0.1% | +$7.93K | 2.68% | 23 |
|
|
2024
Q1 | $9.62M | Buy |
154,730
+2,198
| +1% | +$137K | 2.79% | 22 |
|
|
2023
Q4 | $8.14M | Buy |
152,532
+1,595
| +1% | +$85.1K | 2.66% | 20 |
|
|
2023
Q3 | $6.43M | Buy |
150,937
+65,148
| +76% | +$2.78M | 2.22% | 24 |
|
|
2023
Q2 | $4.18M | Buy |
+85,789
| New | +$4.18M | 1.48% | 26 |
|