Apexium Financial’s Toyota TM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$842K Sell
2025
Q2
$760K Buy
2025
Q1
$763K Buy
2024
Q4
$841K Hold
2024
Q3
$772K Hold
2024
Q2
$886K Hold
2024
Q1
$1.09M Hold
2023
Q4
$793K Hold
2023
Q3
$777K Hold
2023
Q2
$695K Hold
2023
Q1
$612K Hold
2022
Q4
$590K Hold
2022
Q3
$563K Hold
2022
Q2
$666K Hold
2022
Q1
$801K Hold
2021
Q4
$801K Hold
2021
Q3
$768K Buy