Capital Advisors 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 | – | Sell |
-1,208
| Closed | -$213K | – | 194 |
|
|
2025
Q1 | $213K | Sell |
1,208
-241
| -17% | -$42.5K | 0.04% | 172 |
|
|
2024
Q4 | $282K | Sell |
1,449
-615
| -30% | -$120K | 0.05% | 137 |
|
|
2024
Q3 | $369K | Sell |
2,064
-835
| -29% | -$149K | 0.07% | 111 |
|
|
2024
Q2 | $594K | Buy |
2,899
+55
| +2% | +$11.3K | 0.12% | 77 |
|
|
2024
Q1 | $716K | Buy |
2,844
+150
| +6% | +$37.8K | 0.15% | 69 |
|
|
2023
Q4 | $494K | Buy |
2,694
+140
| +5% | +$25.7K | 0.11% | 83 |
|
|
2023
Q3 | $459K | Buy |
2,554
+245
| +11% | +$44K | 0.12% | 81 |
|
|
2023
Q2 | $371K | Sell |
2,309
-145
| -6% | -$23.3K | 0.1% | 91 |
|
|
2023
Q1 | $348K | Buy |
2,454
+10
| +0.4% | +$1.42K | 0.1% | 95 |
|
|
2022
Q4 | $334K | Buy |
2,444
+80
| +3% | +$10.9K | 0.1% | 91 |
|
|
2022
Q3 | $308K | Buy |
2,364
+663
| +39% | +$86.4K | 0.1% | 90 |
|
|
2022
Q2 | $262K | Buy |
1,701
+354
| +26% | +$54.5K | 0.09% | 97 |
|
|
2022
Q1 | $243K | Buy |
+1,347
| New | +$243K | 0.07% | 105 |
|