Venturi Wealth Management’s Tyler Technologies TYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-66
Closed -$38.1K 1740
2024
Q4
$38.1K Buy
66
+16
+32% +$9.23K ﹤0.01% 1102
2024
Q3
$29.2K Buy
50
+1
+2% +$584 ﹤0.01% 920
2024
Q2
$24.6K Buy
49
+3
+7% +$1.51K ﹤0.01% 885
2024
Q1
$19.6K Buy
46
+4
+10% +$1.7K ﹤0.01% 747
2023
Q4
$17.6K Hold
42
﹤0.01% 731
2023
Q3
$16.2K Buy
42
+2
+5% +$772 ﹤0.01% 685
2023
Q2
$16.7K Sell
40
-3
-7% -$1.25K ﹤0.01% 583
2023
Q1
$15.3K Buy
+43
New +$15.3K ﹤0.01% 648
2021
Q2
Sell
-707
Closed -$300K 338
2021
Q1
$300K Buy
707
+34
+5% +$14.4K 0.03% 261
2020
Q4
$294K Sell
673
-139
-17% -$60.7K 0.03% 257
2020
Q3
$283K Buy
+812
New +$283K 0.03% 240