Beacon Pointe Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
3,170
-116
| -4% | -$20K | 0.01% | 847 |
|
|
2025
Q1 | $580K | Sell |
3,286
-15
| -0.5% | -$2.65K | 0.01% | 802 |
|
|
2024
Q4 | $642K | Sell |
3,301
-188
| -5% | -$36.6K | 0.01% | 747 |
|
|
2024
Q3 | $623K | Sell |
3,489
-187
| -5% | -$33.4K | 0.01% | 770 |
|
|
2024
Q2 | $753K | Buy |
3,676
+10
| +0.3% | +$2.05K | 0.01% | 719 |
|
|
2024
Q1 | $923K | Sell |
3,666
-80
| -2% | -$20.1K | 0.01% | 713 |
|
|
2023
Q4 | $687K | Buy |
3,746
+131
| +4% | +$24K | 0.01% | 773 |
|
|
2023
Q3 | $650K | Buy |
3,615
+291
| +9% | +$52.3K | 0.01% | 767 |
|
|
2023
Q2 | $534K | Sell |
3,324
-411
| -11% | -$66.1K | 0.01% | 688 |
|
|
2023
Q1 | $529K | Buy |
3,735
+272
| +8% | +$38.5K | 0.01% | 747 |
|
|
2022
Q4 | $473K | Buy |
3,463
+431
| +14% | +$58.9K | 0.01% | 707 |
|
|
2022
Q3 | $396K | Sell |
3,032
-413
| -12% | -$53.9K | 0.01% | 717 |
|
|
2022
Q2 | $531K | Sell |
3,445
-184
| -5% | -$28.4K | 0.01% | 628 |
|
|
2022
Q1 | $654K | Sell |
3,629
-43
| -1% | -$7.75K | 0.01% | 731 |
|
|
2021
Q4 | $680K | Buy |
3,672
+358
| +11% | +$66.3K | 0.02% | 469 |
|
|
2021
Q3 | $589K | Buy |
3,314
+648
| +24% | +$115K | 0.01% | 511 |
|
|
2021
Q2 | $466K | Buy |
+2,666
| New | +$466K | 0.02% | 501 |
|