Hartmann Taylor Wealth Management, LLC Purchases and Sells in Q2 2025

Hartmann Taylor Wealth Management, LLC

  • $120 Billion
  • Q2 2025

Top Buys

Incresed Positions

17 operations
Stock Shares change Price Range Shares Held Trade History
42.8K
+ 15.21%
$30.53 - $40.65 $1.31M - $1.74M
324K $13.2B
7.32K
+ 8.25%
$153.67 - $176.74 $1.13M - $1.29M
96.1K $17B
13.5K
+ 16.2%
$54.19 - $67.22 $730K - $906K
96.6K $6.5B
CAPITAL GRP FIXED INCM ETF T
31K
+ 34.78%
N/A
120K $3.13B
500
+ 0.22%
$19.1 - $23.83 $9.55K - $11.9K
228K $5.44B
85
+ 2.11%
$354.56 - $497.45 $30.1K - $42.3K
4.11K $2.04B
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
CAPITAL GROUP CONSERVATIVE E
30.2K
New
N/A
30.2K $864M
503
New
$484.66 - $738.09 $244K - $371K
503 $371M
5K
New
$48.13 - $49.85 $241K - $249K
5K $245M
CAPITAL GROUP DIVIDEND GROWE
7K
New
N/A
7K $235M
2K
New
$66.73 - $108.75 $133K - $218K
2K $218M
2.46K
New
$60.61 - $87.72 $149K - $215K
2.46K $208M
View all

Top Sells

Reduced Positions

26 operations
Stock Shares change Price Range Shares Held Trade History
-6.44K
- 43.49%
$228.25 - $285.3 $1.47M - $1.84M
8.36K $2.39B
-48.2K
- 35.08%
N/A
89.3K $2.47B
-14.2K
- 27.6%
$46.77 - $47.89 $664K - $680K
37.3K $1.77B
-24.3K
- 11.57%
N/A
186K $4.95B
-14.2K
- 25.08%
$47.09 - $48.01 $666K - $679K
42.3K $2.03B
-5.47K
- 13.11%
$44.68 - $45.96 $245K - $252K
36.3K $1.66B
View all
Activity Summary
Buys All Purchases 23 New Holdings 6 Increased Positions 17 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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