Bradley Foster & Sargent’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
2,740
-414
| -13% | -$71.3K | 0.01% | 396 |
|
|
2025
Q1 | $557K | Hold |
3,154
| – | – | 0.01% | 335 |
|
|
2024
Q4 | $614K | Sell |
3,154
-403
| -11% | -$78.4K | 0.01% | 332 |
|
|
2024
Q3 | $635K | Sell |
3,557
-610
| -15% | -$109K | 0.01% | 334 |
|
|
2024
Q2 | $854K | Buy |
4,167
+1,486
| +55% | +$305K | 0.02% | 284 |
|
|
2024
Q1 | $675K | Buy |
2,681
+178
| +7% | +$44.8K | 0.01% | 315 |
|
|
2023
Q4 | $459K | Buy |
2,503
+428
| +21% | +$78.5K | 0.01% | 354 |
|
|
2023
Q3 | $334K | Hold |
2,075
| – | – | 0.01% | 379 |
|
|
2023
Q2 | $334K | Buy |
2,075
+600
| +41% | +$96.5K | 0.01% | 379 |
|
|
2023
Q1 | $209K | Buy |
+1,475
| New | +$209K | 0.01% | 414 |
|
|
2022
Q2 | – | Sell |
-2,025
| Closed | -$365K | – | 466 |
|
|
2022
Q1 | $365K | Buy |
2,025
+425
| +27% | +$76.6K | 0.01% | 386 |
|
|
2021
Q4 | $296K | Sell |
1,600
-1,060
| -40% | -$196K | 0.01% | 390 |
|
|
2021
Q3 | $473K | Sell |
2,660
-4,715
| -64% | -$838K | 0.01% | 309 |
|
|
2021
Q2 | $1.29M | Buy |
+7,375
| New | +$1.29M | 0.03% | 214 |
|