Whitaker Myers Wealth Managers, Ltd. Timothy Plan U S Sm Cap Core E Transaction History

Whitaker Myers Wealth Managers, Ltd.

$301 Billion
Q3 2024

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 $397,926. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,146

Previous 9,350 8.51%

Holding current value

$397,926

Previous $332 Million 18.87%

% of portfolio

0.13%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

About TIMOTHY PLAN U S SM CAP CORE E

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Whitaker Myers Wealth Managers, Ltd. Timothy Plan U S Sm Cap Core E Transaction History