Bartlett & Co Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $276K | Sell |
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|
2025
Q2 | $250K | Sell |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $262K | Hold |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $74.3K | Hold |
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|
2022
Q4 | $70.3K | Sell |
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|
2022
Q3 | $74.6K | Hold |
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|
2022
Q2 | $87.1K | Hold |
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|
2022
Q1 | $103K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $88.1K | Sell |
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|
2021
Q2 | $87.8K | Hold |
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|
2021
Q1 | $78.3K | Buy |
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|
2020
Q4 | $74.5K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $12.9K | Hold |
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|
2018
Q1 | $13K | Buy |
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