Bard Financial 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 | $280K | Hold |
1,625
| – | – | 0.03% | 175 |
|
|
2025
Q1 | $287K | Hold |
1,625
| – | – | 0.04% | 180 |
|
|
2024
Q4 | $316K | Hold |
1,625
| – | – | 0.04% | 170 |
|
|
2024
Q3 | $290K | Hold |
1,625
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $333K | Hold |
1,625
| – | – | 0.03% | 176 |
|
|
2024
Q1 | $409K | Buy |
1,625
+125
| +8% | +$31.5K | 0.04% | 168 |
|
|
2023
Q4 | $275K | Hold |
1,500
| – | – | 0.03% | 196 |
|
|
2023
Q3 | $270K | Hold |
1,500
| – | – | 0.03% | 187 |
|
|
2023
Q2 | $241K | Hold |
1,500
| – | – | 0.02% | 273 |
|
|
2023
Q1 | $213K | Hold |
1,500
| – | – | 0.02% | 295 |
|
|
2022
Q4 | $205K | Buy |
+1,500
| New | +$205K | 0.02% | 279 |
|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$231K | – | 298 |
|
|
2022
Q2 | $231K | Hold |
1,500
| – | – | 0.02% | 259 |
|
|
2022
Q1 | $270K | Hold |
1,500
| – | – | 0.02% | 253 |
|
|
2021
Q4 | $278K | Hold |
1,500
| – | – | 0.02% | 245 |
|
|
2021
Q3 | $267K | Hold |
1,500
| – | – | 0.02% | 235 |
|
|
2021
Q2 | $262K | Hold |
1,500
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $234K | Hold |
1,500
| – | – | 0.02% | 233 |
|
|
2020
Q4 | $232K | Buy |
+1,500
| New | +$232K | 0.02% | 233 |
|