Taylor Hoffman Wealth Management quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, Taylor Hoffman Wealth Management opened 5 positions, added to 48, reduced 8, sold out of 2 and left 35 unchanged. The largest increase in value was AAPL (+$4,426,855); the largest decrease was INTC (-$3,955,468).
- AMAT: Country of operation United States; Class COM; Shares 2024-03-31 44,675; Shares 2024-06-30 44,670.
- KEYS: Country of operation United States; Class COM; Shares 2024-03-31 5,749; Shares 2024-06-30 5,742.
- ITW: Country of operation United States; Class COM; Shares 2024-03-31 3,094; Shares 2024-06-30 3,027.
- CSX: Country of operation United States; Class COM; Shares 2024-03-31 31,689; Shares 2024-06-30 31,632.
Two Form 13F-HR filings compared (SEC CIK 1727762): 2024-03-31 (filed 2024-05-09) and 2024-06-30 (filed 2024-08-09). 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; share change is the position change.
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