Atria Wealth Solutions’s Toyota TM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,556
Closed -$498K 2052
2024
Q4
$498K Buy
2,556
+1,390
+119% +$271K 0.01% 1267
2024
Q3
$208K Sell
1,166
-225
-16% -$40.2K ﹤0.01% 1749
2024
Q2
$285K Sell
1,391
-124
-8% -$25.4K ﹤0.01% 1520
2024
Q1
$381K Buy
1,515
+80
+6% +$20.1K ﹤0.01% 1389
2023
Q4
$263K Buy
1,435
+85
+6% +$15.6K ﹤0.01% 1581
2023
Q3
$243K Hold
1,350
﹤0.01% 1545
2023
Q2
$217K Sell
1,350
-526
-28% -$84.6K ﹤0.01% 1634
2023
Q1
$266K Sell
1,876
-1,855
-50% -$263K ﹤0.01% 1486
2022
Q4
$510K Buy
3,731
+1,806
+94% +$247K 0.01% 1061
2022
Q3
$251K Sell
1,925
-380
-16% -$49.5K ﹤0.01% 1404
2022
Q2
$355K Buy
2,305
+441
+24% +$67.9K 0.01% 1107
2022
Q1
$336K Buy
+1,864
New +$336K 0.01% 1261