Capital Advisors Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $213K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $213K | Sell |
|
|||||
|
2024
Q4 | $282K | Sell |
|
|||||
|
2024
Q3 | $369K | Sell |
|
|||||
|
2024
Q2 | $594K | Buy |
|
|||||
|
2024
Q1 | $716K | Buy |
|
|||||
|
2023
Q4 | $494K | Buy |
|
|||||
|
2023
Q3 | $459K | Buy |
|
|||||
|
2023
Q2 | $371K | Sell |
|
|||||
|
2023
Q1 | $348K | Buy |
|
|||||
|
2022
Q4 | $334K | Buy |
|
|||||
|
2022
Q3 | $308K | Buy |
|
|||||
|
2022
Q2 | $262K | Buy |
|
|||||
|
2022
Q1 | $243K | Buy |
|