Waldron Private Wealth’s Tyler Technologies TYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
590
| – | – | 0.02% | 233 |
|
|
2025
Q1 | $343K | Sell |
590
-129
| -18% | -$75K | 0.02% | 227 |
|
|
2024
Q4 | $415K | Hold |
719
| – | – | 0.02% | 279 |
|
|
2024
Q3 | $420K | Buy |
719
+3
| +0.4% | +$1.75K | 0.02% | 278 |
|
|
2024
Q2 | $360K | Buy |
716
+24
| +3% | +$12.1K | 0.02% | 285 |
|
|
2024
Q1 | $294K | Buy |
692
+56
| +9% | +$23.8K | 0.01% | 320 |
|
|
2023
Q4 | $266K | Buy |
636
+55
| +9% | +$23K | 0.01% | 332 |
|
|
2023
Q3 | $224K | Hold |
581
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $242K | Hold |
581
| – | – | 0.01% | 327 |
|
|
2023
Q1 | $206K | Buy |
+581
| New | +$206K | 0.01% | 391 |
|
|
2022
Q2 | – | Sell |
-544
| Closed | -$242K | – | 406 |
|
|
2022
Q1 | $242K | Buy |
544
+19
| +4% | +$8.45K | 0.01% | 356 |
|
|
2021
Q4 | $282K | Hold |
525
| – | – | 0.01% | 319 |
|
|
2021
Q3 | $240K | Hold |
525
| – | – | 0.01% | 324 |
|
|
2021
Q2 | $237K | Sell |
525
-6
| -1% | -$2.71K | 0.02% | 305 |
|
|
2021
Q1 | $225K | Hold |
531
| – | – | 0.02% | 281 |
|
|
2020
Q4 | $231K | Buy |
+531
| New | +$231K | 0.02% | 265 |
|
|
2019
Q3 | – | Sell |
-1,150
| Closed | -$248K | – | 273 |
|
|
2019
Q2 | $248K | Hold |
1,150
| – | – | 0.03% | 209 |
|
|
2019
Q1 | $235K | Buy |
+1,150
| New | +$235K | 0.03% | 222 |
|
|
2018
Q4 | – | Sell |
-845
| Closed | -$207K | – | 229 |
|
|
2018
Q3 | $207K | Buy |
+845
| New | +$207K | 0.04% | 180 |
|