Institutions / Timmons Wealth Management, LLC / Activity
Activity — Timmons Wealth Management, LLC
70 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 922020748 Common stock | $12.34M | +160K | 159,827 9.03% of portfolio | medium |
| Q2 2026 as of | New | 025072885 Common stock | $7.34M | +57K | 57,292 5.37% of portfolio | medium |
| Q2 2026 as of | Add | 46431W507 Common stock | $5.35M | +106K +61.25% | 278,069 10.30% of portfolio | medium |
| Q2 2026 as of | Trim | 14020Y508 Common stock | $-4.88M | -187K -93.58% | 12,801 0.25% of portfolio | low |
| Q2 2026 as of | New | 922907712 Common stock | $4.77M | +62K | 62,499 3.49% of portfolio | low |
| Q2 2026 as of | Add | 922907696 Common stock | $2.62M | +34K +1009.88% | 37,636 2.11% of portfolio | low |
| Q2 2026 as of | Trim | 922908769 Common stock | $-2.11M | -6K -63.91% | 3,225 0.87% of portfolio | low |
| Q2 2026 as of | Trim | 46641Q647 Common stock | $-1.24M | -24K -75.53% | 7,912 0.29% of portfolio | low |
| Q2 2026 as of | Add | 46436E718 Common stock | $1.21M | +12K +707.35% | 13,725 1.01% of portfolio | low |
| Q2 2026 as of | Add | 922908736 Common stock | $706.2K | +8K +452.68% | 10,009 0.63% of portfolio | low |
| Q2 2026 as of | Trim | 78462F103 Common stock | $-611.6K | -819 -1.86% | 43,168 23.58% of portfolio | low |
| Q2 2026 as of | Trim | 808524755 Common stock | $-574.5K | -11K -10.14% | 96,491 3.72% of portfolio | low |
| Q2 2026 as of | Add | 78464A854 Common stock | $523.0K | +6K +8.73% | 74,098 4.76% of portfolio | low |
| Q2 2026 as of | Add | 72201R585 Common stock | $476.4K | +18K +215.06% | 26,317 0.51% of portfolio | low |
| Q2 2026 as of | Trim | 46434G103 Common stock | $-384.4K | -5K -8.54% | 49,697 3.01% of portfolio | low |
| Q2 2026 as of | Add | 464288885 Common stock | $229.9K | +2K +7.02% | 28,180 2.56% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $221.9K | +323 +67.86% | 799 0.40% of portfolio | low |
| Q2 2026 as of | Trim | 808524797 Common stock | $-199.6K | -6K -28.80% | 15,566 0.36% of portfolio | low |
| Q2 2026 as of | Add | 14020G101 Common stock | $176.4K | +4K +5.15% | 76,257 2.63% of portfolio | low |
| Q2 2026 as of | Exit | Exxon Mobil Corp Common stock | $-107.7K | -895 -100.00% | 0 | low |
| Q2 2026 as of | Add | 922908751 Common stock | $104.3K | +344 +2.44% | 14,426 3.20% of portfolio | low |
| Q2 2026 as of | Exit | Travelers Companies, Inc. Common stock | $-92.8K | -320 -100.00% | 0 | low |
| Q2 2026 as of | Add | 921943858 Common stock | $86.3K | +1K +0.69% | 177,973 9.28% of portfolio | low |
| Q2 2026 as of | Trim | 808524730 Common stock | $-84.8K | -2K -27.49% | 5,639 0.16% of portfolio | low |
| Q2 2026 as of | Add | 464287614 Common stock | $78.4K | +631 +300.48% | 841 0.08% of portfolio | low |
| Q2 2026 as of | New | 922020805 Common stock | $59.1K | +1K | 1,176 0.04% of portfolio | low |
| Q2 2026 as of | Add | 922042858 Common stock | $58.2K | +975 +1710.53% | 1,032 0.05% of portfolio | low |
| Q2 2026 as of | Exit | 46434V282 Common stock | $-56.2K | -810 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 78467Y107 Common stock | $-51.5K | -75 -89.29% | 9 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | 25434V716 Common stock | $-42.4K | -909 -30.28% | 2,093 0.07% of portfolio | low |
| Q2 2026 as of | Exit | 884903808 Common stock | $-42.3K | -321 -100.00% | 0 | low |
| Q2 2026 as of | Add | 78468R853 Common stock | $40.5K | +703 +4.59% | 16,017 0.68% of portfolio | low |
| Q2 2026 as of | New | 025072349 Common stock | $36.5K | +400 | 400 0.03% of portfolio | low |
| Q2 2026 as of | New | 921908844 Common stock | $36.4K | +154 | 154 0.03% of portfolio | low |
| Q2 2026 as of | Exit | Visa Inc Common stock | $-34.3K | -98 -100.00% | 0 | low |
| Q2 2026 as of | Trim | Bank of America Corp /De Common stock | $-32.5K | -571 -38.35% | 918 0.04% of portfolio | low |
| Q2 2026 as of | Exit | 921937827 Common stock | $-31.9K | -405 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 47804J206 Common stock | $-31.3K | -418 -23.82% | 1,337 0.07% of portfolio | low |
| Q2 2026 as of | Exit | 78463V107 Common stock | $-26.2K | -66 -100.00% | 0 | low |
| Q2 2026 as of | Add | 922908629 Common stock | $26.1K | +324 +302.80% | 431 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Johnson & Johnson Common stock | $-19.3K | -76 -11.64% | 577 0.11% of portfolio | low |
| Q2 2026 as of | Trim | 464287200 Common stock | $-14.2K | -19 -2.00% | 929 0.51% of portfolio | low |
| Q2 2026 as of | Add | 808524771 Common stock | $12.1K | +390 +0.09% | 412,264 9.38% of portfolio | low |
| Q2 2026 as of | Trim | GE Vernova Inc. Common stock | $-10.6K | -9 -52.94% | 8 <0.01% of portfolio | low |
| Q2 2026 as of | Add | 67092P607 Common stock | $7.5K | +144 +38.10% | 522 0.02% of portfolio | low |
| Q2 2026 as of | Exit | 46434V621 Common stock | $-7.4K | -106 -100.00% | 0 | low |
| Q2 2026 as of | New | 25239Y238 Common stock | $6.7K | +110 | 110 <0.01% of portfolio | low |
| Q2 2026 as of | Add | 921909768 Common stock | $6.4K | +75 +15.86% | 548 0.03% of portfolio | low |
| Q2 2026 as of | Trim | AbbVie Inc. Common stock | $-6.0K | -24 -12.06% | 175 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 922042775 Common stock | $-5.7K | -68 -23.29% | 224 0.01% of portfolio | low |