Berger Financial Group’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 | $351K | Hold |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $370K | Sell |
|
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|
2024
Q3 | $349K | Buy |
|
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|
2024
Q2 | $371K | Sell |
|
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|
2024
Q1 | $460K | Buy |
|
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|
2023
Q4 | $309K | Hold |
|
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $271K | Hold |
|
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|
2023
Q1 | $239K | Buy |
|
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $292K | Buy |
|