Ever Source Wealth Advisors, LLC Timothy Plan U S Large/Mid Cap Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 118,288 shares of TPLC stock, worth $4.78 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

118,288

Previous 95,823 23.44%

Holding current value

$4.78 Million

Previous $4.04 Million 23.44%

% of portfolio

0.4%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$37.37 - $42.11 $839,517 - $946,001	22,465 Added 23.44%	118,288 $4.98 Million
Q4 2023 Feb 09, 2024	BUY	$32.69 - $38.36 $917,314 - $1.08 Million	28,061 Added 41.41%	95,823 $3.66 Million
Q3 2023 Nov 03, 2023	BUY	$34.29 - $37.08 $1.61 Million - $1.74 Million	46,991 Added 226.23%	67,762 $2.34 Million
Q2 2023 Aug 04, 2023	BUY	$33.24 - $35.98 $669,420 - $724,601	20,139 Added 3186.55%	20,771 $747,000
Q1 2023 May 11, 2023	BUY	$32.74 - $36.11 $7,497 - $8,269	229 Added 56.82%	632 $21,000

Q4 2022 Feb 09, 2023	BUY	$32.32 - $35.18 $7,078 - $7,704	219 Added 119.02%	403 $13,000
Q3 2022 Nov 07, 2022	SELL	N/A	-60 Reduced 24.59%	184 $6,000
Q4 2021 Feb 07, 2022	BUY	N/A	244 New	244 $9,000

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About TIMOTHY PLAN U S LARGE/MID CAP

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Ever Source Wealth Advisors, LLC Timothy Plan U S Large/Mid Cap Transaction History