Venturi Wealth Management’s Tyler Technologies TYL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-66	Closed	-$38.1K	–	1742
2024 Q4	$38.1K	Buy	66 +16	+32%	+$9.67K	﹤0.01%	1102
2024 Q3	$29.2K	Buy	50 +1	+2%	+$563	﹤0.01%	922
2024 Q2	$24.6K	Buy	49 +3	+7%	+$1.38K	﹤0.01%	886
2024 Q1	$19.6K	Buy	46 +4	+10%	+$1.71K	﹤0.01%	748
2023 Q4	$17.6K	Hold	42	–	–	﹤0.01%	732
2023 Q3	$16.2K	Buy	42 +2	+5%	+$785	﹤0.01%	686
2023 Q2	$16.7K	Sell	40 -3	-7%	-$1.16K	﹤0.01%	584
2023 Q1	$15.3K	Buy	+43	New	+$14K	﹤0.01%	648
2021 Q2	–	Sell	-707	Closed	-$300K	–	339
2021 Q1	$300K	Buy	707 +34	+5%	+$14.7K	0.03%	261
2020 Q4	$294K	Sell	673 -139	-17%	-$57.3K	0.03%	257
2020 Q3	$283K	Buy	+812	New	+$281K	0.03%	242