Axxcess Wealth Management’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Sell |
3,801
-99
| -3% | -$17.1K | 0.02% | 527 |
|
|
2025
Q1 | $689K | Hold |
3,900
| – | – | 0.02% | 479 |
|
|
2024
Q4 | $759K | Sell |
3,900
-11
| -0.3% | -$2.14K | 0.02% | 464 |
|
|
2024
Q3 | $698K | Hold |
3,911
| – | – | 0.02% | 476 |
|
|
2024
Q2 | $802K | Buy |
3,911
+143
| +4% | +$29.3K | 0.02% | 421 |
|
|
2024
Q1 | $948K | Hold |
3,768
| – | – | 0.03% | 382 |
|
|
2023
Q4 | $691K | Buy |
3,768
+85
| +2% | +$15.6K | 0.02% | 431 |
|
|
2023
Q3 | $662K | Buy |
3,683
+35
| +1% | +$6.29K | 0.02% | 402 |
|
|
2023
Q2 | $586K | Buy |
3,648
+1,000
| +38% | +$161K | 0.04% | 318 |
|
|
2023
Q1 | $375K | Hold |
2,648
| – | – | 0.03% | 431 |
|
|
2022
Q4 | $362K | Buy |
2,648
+601
| +29% | +$82.1K | 0.03% | 419 |
|
|
2022
Q3 | $267K | Buy |
+2,047
| New | +$267K | 0.03% | 424 |
|
|
2022
Q2 | – | Sell |
-1,247
| Closed | -$225K | – | 658 |
|
|
2022
Q1 | $225K | Hold |
1,247
| – | – | 0.02% | 543 |
|
|
2021
Q4 | $231K | Buy |
+1,247
| New | +$231K | 0.02% | 544 |
|