A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Timothy Plan U S Sm Cap Core E stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 10,146 shares of TPSC stock, worth $397,215. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,146
Previous 9,350 8.51%
Holding current value
$397,215
Previous $332 Million 18.87%
% of portfolio
0.13%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$34.95 - $39.2 $27,820 - $31,203
796 Added 8.51%
10,146 $395 Million
Q2 2024

Jul 26, 2024

BUY
$33.89 - $36.6 $6,371 - $6,880
188 Added 2.05%
9,350 $332 Million
Q1 2024

Apr 12, 2024

BUY
$33.46 - $36.69 $7,361 - $8,071
220 Added 2.46%
9,162 $336 Million
Q4 2023

Jan 12, 2024

SELL
$29.05 - $35.84 $10,022 - $12,364
-345 Reduced 3.71%
8,942 $316 Million
Q3 2023

Oct 05, 2023

BUY
$30.61 - $33.8 $6,703 - $7,402
219 Added 2.42%
9,287 $288 Million
Q2 2023

Jul 13, 2023

BUY
$29.27 - $32.17 $19,727 - $21,682
674 Added 8.03%
9,068 $289 Million
Q1 2023

Apr 21, 2023

BUY
$30.02 - $34.52 $7,745 - $8,906
258 Added 3.17%
8,394 $262 Million
Q4 2022

Apr 21, 2023

BUY
$28.33 - $32.49 $230,492 - $264,338
8,136 New
8,136 $248 Million

Others Institutions Holding TPSC

About TIMOTHY PLAN U S SM CAP CORE E


  • Ticker TPSC
  • Sector ETFs
  • Industry ETFs
More about TPSC
Track This Portfolio

Track Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.