Atria Investments’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
2,766
-381
| -12% | -$65.6K | 0.01% | 1448 |
|
|
2025
Q1 | $556K | Buy |
3,147
+373
| +13% | +$65.9K | 0.01% | 1298 |
|
|
2024
Q4 | $540K | Buy |
2,774
+450
| +19% | +$87.6K | 0.01% | 1289 |
|
|
2024
Q3 | $415K | Sell |
2,324
-1,878
| -45% | -$335K | 0.01% | 1423 |
|
|
2024
Q2 | $861K | Sell |
4,202
-381
| -8% | -$78.1K | 0.01% | 1017 |
|
|
2024
Q1 | $1.15M | Buy |
+4,583
| New | +$1.15M | 0.02% | 895 |
|
|
2022
Q3 | – | Sell |
-11,055
| Closed | -$1.7M | – | 794 |
|
|
2022
Q2 | $1.7M | Buy |
11,055
+2,998
| +37% | +$462K | 0.04% | 556 |
|
|
2022
Q1 | $1.45M | Sell |
8,057
-2,645
| -25% | -$477K | 0.03% | 693 |
|
|
2021
Q4 | $1.98M | Buy |
10,702
+568
| +6% | +$105K | 0.04% | 572 |
|
|
2021
Q3 | $1.8M | Buy |
10,134
+765
| +8% | +$136K | 0.03% | 572 |
|
|
2021
Q2 | $1.64M | Buy |
9,369
+528
| +6% | +$92.3K | 0.03% | 583 |
|
|
2021
Q1 | $1.38M | Buy |
8,841
+1,348
| +18% | +$210K | 0.03% | 589 |
|
|
2020
Q4 | $1.16M | Buy |
+7,493
| New | +$1.16M | 0.03% | 621 |
|
|
2020
Q1 | – | Sell |
-2,038
| Closed | -$286K | – | 1134 |
|
|
2019
Q4 | $286K | Buy |
+2,038
| New | +$286K | 0.01% | 997 |
|
|
2016
Q1 | – | Sell |
-2,434
| Closed | -$275K | – | 488 |
|
|
2015
Q4 | $275K | Buy |
2,434
+211
| +9% | +$23.8K | 0.03% | 331 |
|
|
2015
Q3 | $261K | Buy |
2,223
+467
| +27% | +$54.8K | 0.04% | 284 |
|
|
2015
Q2 | $235K | Sell |
1,756
-47
| -3% | -$6.29K | 0.03% | 350 |
|
|
2015
Q1 | $252K | Buy |
+1,803
| New | +$252K | 0.03% | 353 |
|
|
2014
Q4 | – | Sell |
-3,536
| Closed | -$416K | – | 468 |
|
|
2014
Q3 | $416K | Buy |
+3,536
| New | +$416K | 0.04% | 305 |
|