Caldwell Trust’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2K | Buy |
425
+325
|
|
||||
|
2025
Q1 | $17.7K | Hold |
100
|
|
||||
|
2024
Q4 | $19.5K | Hold |
100
|
|
||||
|
2024
Q3 | $17.9K | Hold |
100
|
|
||||
|
2024
Q2 | $20.5K | Hold |
100
|
|
||||
|
2024
Q1 | $25.2K | Hold |
100
|
|
||||
|
2023
Q4 | $18.3K | Hold |
100
|
|
||||
|
2023
Q3 | $18K | Hold |
100
|
|
||||
|
2023
Q2 | $16.1K | Hold |
100
|
|
||||
|
2023
Q1 | $14.2K | Sell |
100
-62
|
|
||||
|
2022
Q4 | $22.1K | Buy |
162
+62
|
|
||||
|
2022
Q3 | $13K | Sell |
100
-50
|
|
||||
|
2022
Q2 | $23.1K | Hold |
150
|
|
||||
|
2022
Q1 | $27K | Hold |
150
|
|
||||
|
2021
Q4 | $27.8K | Hold |
150
|
|
||||
|
2021
Q3 | $26.7K | Hold |
150
|
|
||||
|
2021
Q2 | $26.2K | Hold |
150
|
|
||||
|
2021
Q1 | $23.4K | Hold |
150
|
|
||||
|
2020
Q4 | $23.2K | Hold |
150
|
|
||||
|
2020
Q3 | $19.9K | Sell |
150
-25
|
|
||||
|
2020
Q2 | $22K | Hold |
175
|
|
||||
|
2020
Q1 | $21K | Hold |
175
|
|
||||
|
2019
Q4 | $24.6K | Buy |
+175
|
|