- New Purchases: ZYME, CBAN,
- Added Positions: DIS, TRHC, ROP, ITHUF, OPRX,
- Reduced Positions: AAPL, MSFT, MRCY, AMT, FRC, PYPL, GDDY, MPLX,
- Sold Out: DCO, BBT, MMP, MMM,
For the details of Taylor Wealth Management Partners's stock buys and sells, go to https://www.gurufocus.com/guru/taylor+wealth+management+partners/current-portfolio/portfolioportfolio
These are the top 5 holdings of Taylor Wealth Management Partners- Microsoft Corp (MSFT) - 112,399 shares, 7.26% of the total portfolio. Shares reduced by 5.48%
- Mercury Systems Inc (MRCY) - 209,515 shares, 7.10% of the total portfolio. Shares reduced by 5.21%
- American Tower Corp (AMT) - 70,690 shares, 6.97% of the total portfolio. Shares reduced by 4.82%
- PayPal Holdings Inc (PYPL) - 122,742 shares, 6.77% of the total portfolio. Shares reduced by 4.2%
- Tyler Technologies Inc (TYL) - 57,467 shares, 5.98% of the total portfolio. Shares reduced by 0.85%
Taylor Wealth Management Partners initiated holding in Zymeworks Inc. The purchase prices were between $15 and $22.49, with an estimated average price of $18.31. The stock is now traded at around $24.19. The impact to a portfolio due to this purchase was 0.85%. The holding were 80,126 shares as of .
New Purchase: Colony Bankcorp Inc (CBAN)Taylor Wealth Management Partners initiated holding in Colony Bankcorp Inc. The purchase prices were between $16.35 and $18, with an estimated average price of $17.04. The stock is now traded at around $16.41. The impact to a portfolio due to this purchase was 0.12%. The holding were 15,239 shares as of .
Added: The Walt Disney Co (DIS)Taylor Wealth Management Partners added to a holding in The Walt Disney Co by 58.96%. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $143.62. The impact to a portfolio due to this purchase was 1.67%. The holding were 66,765 shares as of .
Sold Out: Ducommun Inc (DCO)Taylor Wealth Management Partners sold out a holding in Ducommun Inc. The sale prices were between $39.02 and $51.8, with an estimated average price of $44.82.
Sold Out: BB&T Corp (BBT)Taylor Wealth Management Partners sold out a holding in BB&T Corp. The sale prices were between $46.75 and $51.3, with an estimated average price of $48.98.
Sold Out: Magellan Midstream Partners LP (MMP)Taylor Wealth Management Partners sold out a holding in Magellan Midstream Partners LP. The sale prices were between $59.97 and $64, with an estimated average price of $62.08.
Sold Out: 3M Co (MMM)Taylor Wealth Management Partners sold out a holding in 3M Co. The sale prices were between $159.75 and $219.5, with an estimated average price of $184.37.
Here is the complete portfolio of Taylor Wealth Management Partners. Also check out:
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