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 |
|