BigSur 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 | $770K | Hold |
4,470
| – | – | 0.19% | 96 |
|
|
2025
Q1 | $789K | Hold |
4,470
| – | – | 0.21% | 93 |
|
|
2024
Q4 | $870K | Hold |
4,470
| – | – | 0.25% | 88 |
|
|
2024
Q3 | $798K | Hold |
4,470
| – | – | 0.22% | 92 |
|
|
2024
Q2 | $916K | Hold |
4,470
| – | – | 0.28% | 84 |
|
|
2024
Q1 | $1.13M | Buy |
+4,470
| New | +$1.13M | 0.35% | 78 |
|