Beverly Hills Private Wealth’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
1,303
-70
| -5% | -$12.1K | 0.04% | 311 |
|
|
2025
Q1 | $242K | Buy |
1,373
+11
| +0.8% | +$1.94K | 0.05% | 303 |
|
|
2024
Q4 | $265K | Sell |
1,362
-11
| -0.8% | -$2.14K | 0.05% | 279 |
|
|
2024
Q3 | $245K | Sell |
1,373
-218
| -14% | -$38.9K | 0.05% | 299 |
|
|
2024
Q2 | $326K | Sell |
1,591
-100
| -6% | -$20.5K | 0.07% | 259 |
|
|
2024
Q1 | $425K | Sell |
1,691
-566
| -25% | -$142K | 0.1% | 222 |
|
|
2023
Q4 | $414K | Sell |
2,257
-114
| -5% | -$20.9K | 0.11% | 201 |
|
|
2023
Q3 | $426K | Sell |
2,371
-2,090
| -47% | -$376K | 0.13% | 172 |
|
|
2023
Q2 | $762K | Buy |
4,461
+1,983
| +80% | +$339K | 0.13% | 177 |
|
|
2023
Q1 | $351K | Buy |
2,478
+887
| +56% | +$126K | 0.11% | 202 |
|
|
2022
Q4 | $217K | Buy |
+1,591
| New | +$217K | 0.09% | 211 |
|