Aprio Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,543
| Closed | -$449K | – | 434 |
|
|
2025
Q1 | $449K | Buy |
2,543
+1,132
| +80% | +$200K | 0.06% | 192 |
|
|
2024
Q4 | $275K | Buy |
1,411
+86
| +6% | +$16.7K | 0.04% | 231 |
|
|
2024
Q3 | $237K | Buy |
1,325
+24
| +2% | +$4.29K | 0.04% | 237 |
|
|
2024
Q2 | $267K | Buy |
1,301
+100
| +8% | +$20.5K | 0.05% | 189 |
|
|
2024
Q1 | $302K | Buy |
1,201
+94
| +8% | +$23.7K | 0.06% | 155 |
|
|
2023
Q4 | $203K | Buy |
+1,107
| New | +$203K | 0.05% | 186 |
|