BWAM
Boyd Watterson Asset Management’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3K | Hold |
170
| – | – | 0.01% | 222 |
|
|
2025
Q1 | $30K | Hold |
170
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $33.1K | Hold |
170
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $30.4K | Sell |
170
-4
| -2% | -$714 | 0.01% | 221 |
|
|
2024
Q2 | $35.7K | Hold |
174
| – | – | 0.01% | 205 |
|
|
2024
Q1 | $43.8K | Hold |
174
| – | – | 0.02% | 189 |
|
|
2023
Q4 | $31.9K | Hold |
174
| – | – | 0.01% | 219 |
|
|
2023
Q3 | $31.3K | Hold |
174
| – | – | 0.01% | 207 |
|
|
2023
Q2 | $28K | Hold |
174
| – | – | 0.01% | 229 |
|
|
2023
Q1 | $24.7K | Hold |
174
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $23.8K | Buy |
+174
| New | +$23.8K | 0.01% | 242 |
|
|
2018
Q1 | – | Sell |
-1,785
| Closed | -$227K | – | 151 |
|
|
2017
Q4 | $227K | Buy |
1,785
+62
| +4% | +$7.89K | 0.11% | 144 |
|
|
2017
Q3 | $205K | Buy |
+1,723
| New | +$205K | 0.1% | 146 |
|
|
2016
Q3 | – | Sell |
-2,623
| Closed | -$262K | – | 178 |
|
|
2016
Q2 | $262K | Sell |
2,623
-23
| -0.9% | -$2.3K | 0.12% | 154 |
|
|
2016
Q1 | $281K | Buy |
2,646
+225
| +9% | +$23.9K | 0.14% | 146 |
|
|
2015
Q4 | $298K | Sell |
2,421
-78
| -3% | -$9.6K | 0.14% | 133 |
|
|
2015
Q3 | $293K | Buy |
2,499
+139
| +6% | +$16.3K | 0.13% | 141 |
|
|
2015
Q2 | $316K | Hold |
2,360
| – | – | 0.12% | 143 |
|
|
2015
Q1 | $330K | Buy |
2,360
+28
| +1% | +$3.92K | 0.13% | 138 |
|
|
2014
Q4 | $293K | Sell |
2,332
-186
| -7% | -$23.4K | 0.13% | 142 |
|
|
2014
Q3 | $296K | Hold |
2,518
| – | – | 0.13% | 149 |
|
|
2014
Q2 | $301K | Sell |
2,518
-16
| -0.6% | -$1.91K | 0.13% | 146 |
|
|
2014
Q1 | $286K | Buy |
2,534
+207
| +9% | +$23.4K | 0.13% | 147 |
|
|
2013
Q4 | $284K | Buy |
2,327
+666
| +40% | +$81.3K | 0.13% | 148 |
|
|
2013
Q3 | $213K | Sell |
1,661
-199
| -11% | -$25.5K | 0.1% | 157 |
|
|
2013
Q2 | $224K | Buy |
+1,860
| New | +$224K | 0.11% | 152 |
|