Abundance Wealth Counselors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $620K | Buy |
3,105
+62
| +2% | +$12.4K | 0.12% | 118 |
|
2025
Q1 | $618K | Buy |
3,043
+204
| +7% | +$41.4K | 0.13% | 111 |
|
2024
Q4 | $552K | Buy |
2,839
+246
| +9% | +$47.8K | 0.12% | 111 |
|
2024
Q3 | $463K | Buy |
+2,593
| New | +$463K | 0.1% | 116 |
|
2024
Q2 | – | Sell |
-2,649
| Closed | -$667K | – | 138 |
|
2024
Q1 | $667K | Buy |
2,649
+1
| +0% | +$252 | 0.15% | 93 |
|
2023
Q4 | $486K | Sell |
2,648
-39
| -1% | -$7.16K | 0.13% | 100 |
|
2023
Q3 | $483K | Buy |
+2,687
| New | +$483K | 0.14% | 96 |
|
2023
Q2 | – | Sell |
-2,142
| Closed | -$303K | – | 134 |
|
2023
Q1 | $303K | Buy |
2,142
+80
| +4% | +$11.3K | 0.08% | 122 |
|
2022
Q4 | $282K | Buy |
2,062
+14
| +0.7% | +$1.92K | 0.08% | 119 |
|
2022
Q3 | $267K | Buy |
2,048
+353
| +21% | +$46K | 0.08% | 118 |
|
2022
Q2 | $261K | Buy |
1,695
+506
| +43% | +$77.9K | 0.07% | 122 |
|
2022
Q1 | $214K | Buy |
+1,189
| New | +$214K | 0.06% | 134 |
|
2021
Q2 | – | Sell |
-360
| Closed | -$56K | – | 310 |
|
2021
Q1 | $56K | Buy |
+360
| New | +$56K | 0.01% | 161 |
|