Tempus Wealth Planning, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 10,086 shares of PTLC stock, worth $560,680. This represents 0.18% of its overall portfolio holdings.

Number of Shares

10,086

Previous 10,086 -0.0%

Holding current value

$560,680

Previous $530,000 1.51%

% of portfolio

0.18%

Previous 0.21%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$45.19 - $49.99 $13,557 - $14,997	300 Added 3.07%	10,086 $501,000
Q4 2023 Jan 23, 2024	BUY	$38.36 - $43.85 $38,360 - $43,850	1,000 Added 11.38%	9,786 $423,000
Q3 2023 Oct 31, 2023	SELL	$39.77 - $42.63 $3,977 - $4,263	-100 Reduced 1.13%	8,786 $351,000
Q2 2023 Jul 21, 2023	BUY	$37.59 - $41.3 $2,255 - $2,478	60 Added 0.68%	8,886 $366,000
Q1 2023 May 08, 2023	SELL	$35.72 - $38.62 $91,979 - $99,446	-2,575 Reduced 22.59%	8,826 $336,000
Q4 2022 Feb 09, 2023	SELL	$37.46 - $37.95 $190,896 - $193,393	-5,096 Reduced 30.89%	11,401 $427,000
Q3 2022 Nov 14, 2022	BUY	$37.53 - $37.7 $33,777 - $33,930	900 Added 5.77%	16,497 $621,000
Q1 2022 May 06, 2022	SELL	$36.87 - $41.79 $29,975 - $33,975	-813 Reduced 4.95%	15,597 $606,000
Q4 2021 Feb 02, 2022	SELL	$37.72 - $41.8 $943 - $1,045	-25 Reduced 0.15%	16,410 $682,000
Q3 2021 Nov 09, 2021	SELL	$37.31 - $39.74 $2,798 - $2,980	-75 Reduced 0.45%	16,435 $620,000
Q2 2021 Aug 12, 2021	BUY	$35.11 - $37.6 $44,659 - $47,827	1,272 Added 8.35%	16,510 $621,000
Q1 2021 Apr 29, 2021	BUY	$32.23 - $34.74 $40,609 - $43,772	1,260 Added 9.01%	15,238 $529,000
Q3 2020 Nov 12, 2020	BUY	$27.3 - $31.44 $2,730 - $3,144	100 Added 0.72%	13,978 $413,000
Q2 2020 Aug 07, 2020	BUY	$26.29 - $28.33 $80,841 - $87,114	3,075 Added 28.46%	13,878 $377,000
Q1 2020 May 13, 2020	BUY	$25.79 - $35.15 $3,868 - $5,272	150 Added 1.41%	10,803 $292,000
Q4 2019 Mar 16, 2020	BUY	$30.16 - $33.76 $321,294 - $359,645	10,653 New	10,653 $356,000

Others Institutions Holding PTLC

# of Institutions

247

Shares Held

44M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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Tempus Wealth Planning, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History