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 | Add | 464287309 Common stock | $137 | +1 +0.63% | 161 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 25434V807 Common stock | $-162 | -3 -1.28% | 232 <0.01% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $164 | +1 +0.31% | 321 0.04% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $190 | +2 +1.48% | 137 <0.01% of portfolio | low |
| Q2 2026 as of | Add | 61774R106 Common stock | $510 | +6 +0.94% | 643 0.04% of portfolio | low |
| Q2 2026 as of | Trim | 464287507 Common stock | $-925 | -12 -2.13% | 551 0.03% of portfolio | low |
| Q2 2026 as of | Add | 25434V781 Common stock | $1.0K | +25 +3.18% | 810 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 922908637 Common stock | $-1.7K | -5 -1.64% | 300 0.08% of portfolio | low |
| Q2 2026 as of | Trim | 46436E569 Common stock | $-1.8K | -32 -0.64% | 4,931 0.20% of portfolio | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $1.9K | +11 | 11 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | General Electric Co Common stock | $-2.2K | -6 -3.05% | 191 0.05% of portfolio | low |
| Q2 2026 as of | Add | 464287465 Common stock | $2.3K | +22 +1.60% | 1,395 0.11% of portfolio | low |
| Q2 2026 as of | Add | 25434V690 Common stock | $3.1K | +69 +7.68% | 967 0.03% of portfolio | low |
| Q2 2026 as of | Exit | GE HealthCare Technologies Inc. Common stock | $-3.5K | -42 -100.00% | 0 | low |
| Q2 2026 as of | New | 92203J407 Common stock | $3.7K | +77 | 77 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | General Mills Inc Common stock | $-3.8K | -110 -6.38% | 1,615 0.04% of portfolio | low |
| Q2 2026 as of | Trim | 78464A805 Common stock | $-4.1K | -45 -9.20% | 444 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 46436E742 Common stock | $-4.3K | -75 -13.91% | 464 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 808524805 Common stock | $-4.6K | -166 -8.46% | 1,797 0.04% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-5.2K | -16 -19.28% | 67 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 922042775 Common stock | $-5.7K | -68 -23.29% | 224 0.01% 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 | Add | 921909768 Common stock | $6.4K | +75 +15.86% | 548 0.03% of portfolio | low |
| Q2 2026 as of | New | 25239Y238 Common stock | $6.7K | +110 | 110 <0.01% of portfolio | low |
| Q2 2026 as of | Exit | 46434V621 Common stock | $-7.4K | -106 -100.00% | 0 | low |
| Q2 2026 as of | Add | 67092P607 Common stock | $7.5K | +144 +38.10% | 522 0.02% 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 | 808524771 Common stock | $12.1K | +390 +0.09% | 412,264 9.38% 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 | Trim | Johnson & Johnson Common stock | $-19.3K | -76 -11.64% | 577 0.11% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $26.1K | +324 +302.80% | 431 0.03% of portfolio | low |
| Q2 2026 as of | Exit | 78463V107 Common stock | $-26.2K | -66 -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 | 921937827 Common stock | $-31.9K | -405 -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 | Visa Inc Common stock | $-34.3K | -98 -100.00% | 0 | low |
| Q2 2026 as of | New | 921908844 Common stock | $36.4K | +154 | 154 0.03% of portfolio | low |
| Q2 2026 as of | New | 025072349 Common stock | $36.5K | +400 | 400 0.03% of portfolio | 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 | Exit | 884903808 Common stock | $-42.3K | -321 -100.00% | 0 | 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 | Trim | 78467Y107 Common stock | $-51.5K | -75 -89.29% | 9 <0.01% of portfolio | low |
| Q2 2026 as of | Exit | 46434V282 Common stock | $-56.2K | -810 -100.00% | 0 | 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 | New | 922020805 Common stock | $59.1K | +1K | 1,176 0.04% 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 | Trim | 808524730 Common stock | $-84.8K | -2K -27.49% | 5,639 0.16% of portfolio | 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 | Exit | Travelers Companies, Inc. Common stock | $-92.8K | -320 -100.00% | 0 | low |
| Q2 2026 as of | Add | 922908751 Common stock | $104.3K | +344 +2.44% | 14,426 3.20% of portfolio | low |