Taylor Hoffman Wealth Management Historic Quarter Change: USA Stocks, New

Taylor Hoffman Wealth Management historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 2 quarters from 2023-12-31 to 2024-06-30, Taylor Hoffman Wealth Management opened 8 positions, added to 75, reduced 50 and sold out of 4.

Q2 2024: Stock VRSN; Country of operation United States; Class COM; Shares before 0.
Q2 2024: Stock NVR; Country of operation United States; Class COM; Shares before 0.
Q2 2024: Stock TXN; Country of operation United States; Class COM; Shares before 0.
Q2 2024: Stock SO; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1727762), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.

Quarter	Stock	Country of operation	Class	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2024	VRSN VERISIGN INC	United States	COM	16,225	+16,225	$0	$2,850,895	+$2,850,895	2024-08-09
Q2 2024	NVR NVR INC	United States	COM	44	+44	$0	$329,215	+$329,215	2024-08-09
Q2 2024	TXN TEXAS INSTRS INC	United States	COM	1,293	+1,293	$0	$251,618	+$251,618	2024-08-09
Q2 2024	SO SOUTHERN CO	United States	COM	2,693	+2,693	$0	$207,361	+$207,361	2024-08-09
Q2 2024	HRB BLOCK H & R INC	United States	COM	3,772	+3,772	$0	$206,442	+$206,442	2024-08-09
Q1 2024	AMZN AMAZON COM INC	United States	COM	1,211	+1,211	$0	$218,440	+$218,440	2024-05-09
Q1 2024	WMT WALMART INC	United States	COM	3,498	+3,498	$0	$210,475	+$210,475	2024-05-09
Q1 2024	V VISA INC	United States	COM CL A	745	+745	$0	$207,915	+$207,915	2024-05-09

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