American Trust Investment 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 | $295K | Hold |
1,710
| – | – | 0.15% | 69 |
|
|
2025
Q1 | $302K | Hold |
1,710
| – | – | 0.13% | 90 |
|
|
2024
Q4 | $333K | Hold |
1,710
| – | – | 0.14% | 90 |
|
|
2024
Q3 | $305K | Sell |
1,710
-70
| -4% | -$12.5K | 0.12% | 99 |
|
|
2024
Q2 | $365K | Hold |
1,780
| – | – | 0.18% | 67 |
|
|
2024
Q1 | $448K | Hold |
1,780
| – | – | 0.21% | 58 |
|
|
2023
Q4 | $326K | Sell |
1,780
-425
| -19% | -$77.9K | 0.17% | 69 |
|
|
2023
Q3 | $396K | Hold |
2,205
| – | – | 0.22% | 58 |
|
|
2023
Q2 | $354K | Buy |
2,205
+360
| +20% | +$57.9K | 0.2% | 61 |
|
|
2023
Q1 | $261K | Hold |
1,845
| – | – | 0.16% | 72 |
|
|
2022
Q4 | $252K | Buy |
1,845
+55
| +3% | +$7.51K | 0.16% | 70 |
|
|
2022
Q3 | $233K | Hold |
1,790
| – | – | 0.15% | 68 |
|
|
2022
Q2 | $276K | Hold |
1,790
| – | – | 0.17% | 65 |
|
|
2022
Q1 | $323K | Hold |
1,790
| – | – | 0.17% | 67 |
|
|
2021
Q4 | $332K | Sell |
1,790
-25
| -1% | -$4.64K | 0.17% | 68 |
|
|
2021
Q3 | $323K | Sell |
1,815
-290
| -14% | -$51.6K | 0.18% | 68 |
|
|
2021
Q2 | $368K | Hold |
2,105
| – | – | 0.2% | 61 |
|
|
2021
Q1 | $329K | Hold |
2,105
| – | – | 0.19% | 65 |
|
|
2020
Q4 | $325K | Hold |
2,105
| – | – | 0.2% | 61 |
|
|
2020
Q3 | $279K | Hold |
2,105
| – | – | 0.2% | 57 |
|
|
2020
Q2 | $264K | Hold |
2,105
| – | – | 0.21% | 50 |
|
|
2020
Q1 | $252K | Hold |
2,105
| – | – | 0.25% | 47 |
|
|
2019
Q4 | $296K | Hold |
2,105
| – | – | 0.22% | 55 |
|
|
2019
Q3 | $283K | Sell |
2,105
-400
| -16% | -$53.8K | 0.22% | 52 |
|
|
2019
Q2 | $311K | Buy |
2,505
+495
| +25% | +$61.5K | 0.24% | 49 |
|
|
2019
Q1 | $237K | Sell |
2,010
-10
| -0.5% | -$1.18K | 0.18% | 63 |
|
|
2018
Q4 | $234K | Hold |
2,020
| – | – | 0.21% | 60 |
|
|
2018
Q3 | $251K | Hold |
2,020
| – | – | 0.2% | 65 |
|
|
2018
Q2 | $260K | Hold |
2,020
| – | – | 0.21% | 62 |
|
|
2018
Q1 | $263K | Hold |
2,020
| – | – | 0.21% | 61 |
|
|
2017
Q4 | $257K | Hold |
2,020
| – | – | 0.2% | 67 |
|
|
2017
Q3 | $241K | Hold |
2,020
| – | – | 0.22% | 62 |
|
|
2017
Q2 | $212K | Hold |
2,020
| – | – | 0.19% | 74 |
|
|
2017
Q1 | $219K | Hold |
2,020
| – | – | 0.2% | 66 |
|
|
2016
Q4 | $237K | Buy |
2,020
+40
| +2% | +$4.69K | 0.23% | 58 |
|
|
2016
Q3 | $230K | Buy |
+1,980
| New | +$230K | 0.23% | 60 |
|
|
2016
Q2 | – | Sell |
-2,030
| Closed | -$216K | – | 72 |
|
|
2016
Q1 | $216K | Hold |
2,030
| – | – | 0.22% | 57 |
|
|
2015
Q4 | $250K | Buy |
2,030
+100
| +5% | +$12.3K | 0.28% | 56 |
|
|
2015
Q3 | $226K | Hold |
1,930
| – | – | 0.26% | 57 |
|
|
2015
Q2 | $258K | Hold |
1,930
| – | – | 0.26% | 62 |
|
|
2015
Q1 | $270K | Buy |
1,930
+320
| +20% | +$44.8K | 0.27% | 57 |
|
|
2014
Q4 | $202K | Buy |
+1,610
| New | +$202K | 0.21% | 64 |
|