Avantax Advisory Services’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
23,038
+2,344
| +11% | +$404K | 0.02% | 532 |
|
|
2025
Q1 | $3.65M | Buy |
20,694
+1,148
| +6% | +$203K | 0.02% | 516 |
|
|
2024
Q4 | $3.8M | Buy |
19,546
+7,748
| +66% | +$1.51M | 0.02% | 485 |
|
|
2024
Q3 | $2.11M | Buy |
11,798
+155
| +1% | +$27.7K | 0.01% | 678 |
|
|
2024
Q2 | $2.39M | Buy |
11,643
+9,785
| +527% | +$2.01M | 0.02% | 592 |
|
|
2024
Q1 | $468K | Sell |
1,858
-109
| -6% | -$27.4K | ﹤0.01% | 1076 |
|
|
2023
Q4 | $361K | Buy |
1,967
+82
| +4% | +$15K | ﹤0.01% | 1142 |
|
|
2023
Q3 | $339K | Buy |
1,885
+89
| +5% | +$16K | ﹤0.01% | 1128 |
|
|
2023
Q2 | $289K | Sell |
1,796
-12
| -0.7% | -$1.93K | ﹤0.01% | 1208 |
|
|
2023
Q1 | $256K | Buy |
1,808
+179
| +11% | +$25.4K | ﹤0.01% | 1241 |
|
|
2022
Q4 | $223K | Sell |
1,629
-576
| -26% | -$78.7K | ﹤0.01% | 1261 |
|
|
2022
Q3 | $287K | Buy |
2,205
+187
| +9% | +$24.3K | ﹤0.01% | 1034 |
|
|
2022
Q2 | $311K | Buy |
2,018
+109
| +6% | +$16.8K | ﹤0.01% | 986 |
|
|
2022
Q1 | $342K | Buy |
1,909
+389
| +26% | +$69.7K | ﹤0.01% | 947 |
|
|
2021
Q4 | $282K | Buy |
1,520
+171
| +13% | +$31.7K | ﹤0.01% | 1006 |
|
|
2021
Q3 | $238K | Buy |
1,349
+138
| +11% | +$24.3K | ﹤0.01% | 1029 |
|
|
2021
Q2 | $211K | Buy |
+1,211
| New | +$211K | ﹤0.01% | 1060 |
|
|
2020
Q4 | – | Sell |
-2,637
| Closed | -$351K | – | 1324 |
|
|
2020
Q3 | $351K | Buy |
+2,637
| New | +$351K | 0.01% | 952 |
|