Beverly Hills Private Wealth’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 | $350K | Buy |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $242K | Buy |
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|
2024
Q4 | $265K | Sell |
|
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|
2024
Q3 | $245K | Sell |
|
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $762K | Buy |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $217K | Buy |
|