Cahill Financial Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
1,233
-24
| -2% | -$4.13K | 0.03% | 266 |
|
|
2025
Q1 | $222K | Hold |
1,257
| – | – | 0.03% | 246 |
|
|
2024
Q4 | $245K | Hold |
1,257
| – | – | 0.03% | 238 |
|
|
2024
Q3 | $224K | Hold |
1,257
| – | – | 0.03% | 238 |
|
|
2024
Q2 | $258K | Hold |
1,257
| – | – | 0.04% | 234 |
|
|
2024
Q1 | $316K | Sell |
1,257
-215
| -15% | -$54.1K | 0.04% | 209 |
|
|
2023
Q4 | $270K | Sell |
1,472
-822
| -36% | -$151K | 0.04% | 212 |
|
|
2023
Q3 | $412K | Buy |
2,294
+924
| +67% | +$166K | 0.07% | 172 |
|
|
2023
Q2 | $220K | Buy |
+1,370
| New | +$220K | 0.04% | 223 |
|
|
2021
Q4 | – | Sell |
-243
| Closed | -$43K | – | 731 |
|
|
2021
Q3 | $43K | Buy |
+243
| New | +$43K | 0.01% | 354 |
|
|
2019
Q2 | – | Sell |
-1,958
| Closed | -$232K | – | 160 |
|
|
2019
Q1 | $232K | Hold |
1,958
| – | – | 0.1% | 142 |
|
|
2018
Q4 | $228K | Hold |
1,958
| – | – | 0.11% | 135 |
|
|
2018
Q3 | $244K | Hold |
1,958
| – | – | 0.11% | 135 |
|
|
2018
Q2 | $253K | Buy |
+1,958
| New | +$253K | 0.12% | 135 |
|