Bartlett & Co Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
1,450
-15
| -1% | -$2.58K | ﹤0.01% | 416 |
|
|
2025
Q1 | $259K | Hold |
1,465
| – | – | ﹤0.01% | 417 |
|
|
2024
Q4 | $285K | Hold |
1,465
| – | – | ﹤0.01% | 397 |
|
|
2024
Q3 | $262K | Hold |
1,465
| – | – | ﹤0.01% | 413 |
|
|
2024
Q2 | $300K | Hold |
1,465
| – | – | ﹤0.01% | 392 |
|
|
2024
Q1 | $369K | Hold |
1,465
| – | – | 0.01% | 369 |
|
|
2023
Q4 | $265K | Sell |
1,465
-50
| -3% | -$9.06K | ﹤0.01% | 435 |
|
|
2023
Q3 | $275K | Sell |
1,515
-50
| -3% | -$9.09K | ﹤0.01% | 410 |
|
|
2023
Q2 | $252K | Buy |
1,565
+1,050
| +204% | +$169K | ﹤0.01% | 424 |
|
|
2023
Q1 | $74.3K | Hold |
515
| – | – | ﹤0.01% | 506 |
|
|
2022
Q4 | $70.3K | Sell |
515
-50
| -9% | -$6.83K | ﹤0.01% | 527 |
|
|
2022
Q3 | $74.6K | Hold |
565
| – | – | ﹤0.01% | 499 |
|
|
2022
Q2 | $87.1K | Hold |
565
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $103K | Buy |
+565
| New | +$103K | ﹤0.01% | 484 |
|
|
2021
Q4 | – | Sell |
-490
| Closed | -$88.1K | – | 845 |
|
|
2021
Q3 | $88.1K | Sell |
490
-12
| -2% | -$2.16K | ﹤0.01% | 436 |
|
|
2021
Q2 | $87.8K | Hold |
502
| – | – | ﹤0.01% | 430 |
|
|
2021
Q1 | $78.3K | Buy |
502
+20
| +4% | +$3.12K | ﹤0.01% | 461 |
|
|
2020
Q4 | $74.5K | Buy |
+482
| New | +$74.5K | ﹤0.01% | 469 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$12.9K | – | 740 |
|
|
2018
Q2 | $12.9K | Hold |
100
| – | – | ﹤0.01% | 577 |
|
|
2018
Q1 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 583 |
|