180 Wealth Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $321K | Sell |
1,864
-15
| -0.8% | -$2.58K | 0.04% | 321 |
|
2025
Q1 | $332K | Sell |
1,879
-219
| -10% | -$38.7K | 0.05% | 297 |
|
2024
Q4 | $408K | Buy |
2,098
+6
| +0.3% | +$1.17K | 0.06% | 262 |
|
2024
Q3 | $374K | Buy |
2,092
+136
| +7% | +$24.3K | 0.06% | 290 |
|
2024
Q2 | $398K | Buy |
1,956
+133
| +7% | +$27.1K | 0.07% | 264 |
|
2024
Q1 | $459K | Buy |
1,823
+47
| +3% | +$11.8K | 0.08% | 219 |
|
2023
Q4 | $322K | Buy |
1,776
+18
| +1% | +$3.27K | 0.06% | 265 |
|
2023
Q3 | $316K | Buy |
1,758
+122
| +7% | +$21.9K | 0.07% | 252 |
|
2023
Q2 | $263K | Sell |
1,636
-596
| -27% | -$95.6K | 0.06% | 277 |
|
2023
Q1 | $316K | Sell |
2,232
-4
| -0.2% | -$567 | 0.07% | 251 |
|
2022
Q4 | $325K | Sell |
2,236
-380
| -15% | -$55.3K | 0.08% | 246 |
|
2022
Q3 | $341K | Sell |
2,616
-776
| -23% | -$101K | 0.09% | 215 |
|
2022
Q2 | $527K | Buy |
3,392
+43
| +1% | +$6.68K | 0.13% | 150 |
|
2022
Q1 | $574K | Buy |
3,349
+37
| +1% | +$6.34K | 0.13% | 156 |
|
2021
Q4 | $662K | Buy |
3,312
+23
| +0.7% | +$4.6K | 0.15% | 140 |
|
2021
Q3 | $580K | Buy |
3,289
+24
| +0.7% | +$4.23K | 0.13% | 152 |
|
2021
Q2 | $587K | Buy |
3,265
+257
| +9% | +$46.2K | 0.13% | 148 |
|
2021
Q1 | $485K | Sell |
3,008
-36
| -1% | -$5.81K | 0.12% | 167 |
|
2020
Q4 | $451K | Buy |
3,044
+445
| +17% | +$65.9K | 0.13% | 164 |
|
2020
Q3 | $341K | Buy |
2,599
+117
| +5% | +$15.4K | 0.13% | 165 |
|
2020
Q2 | $315K | Sell |
2,482
-49
| -2% | -$6.22K | 0.13% | 168 |
|
2020
Q1 | $298K | Sell |
2,531
-166
| -6% | -$19.5K | 0.15% | 154 |
|
2019
Q4 | $376K | Buy |
2,697
+1,109
| +70% | +$155K | 0.15% | 164 |
|
2019
Q3 | $215K | Buy |
+1,588
| New | +$215K | 0.1% | 234 |
|
2018
Q2 | – | Sell |
-2,998
| Closed | -$393K | – | 256 |
|
2018
Q1 | $393K | Sell |
2,998
-279
| -9% | -$36.6K | 0.2% | 135 |
|
2017
Q4 | $417K | Buy |
+3,277
| New | +$417K | 0.21% | 126 |
|