CAPTRUST Financial Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $89.7M | Buy |
435,479
+25,463
| +6% | +$5.75M | 0.16% | 122 |
|
|
2025
Q4 | $87.8M | Buy |
410,016
+2,777
| +0.7% | +$563K | 0.17% | 116 |
|
|
2025
Q3 | $77.8M | Buy |
407,239
+4,689
| +1% | +$884K | 0.16% | 121 |
|
|
2025
Q2 | $69.3M | Buy |
402,550
+11,397
| +3% | +$2.06M | 0.15% | 125 |
|
|
2025
Q1 | $69.1M | Buy |
391,153
+16,289
| +4% | +$3.03M | 0.17% | 121 |
|
|
2024
Q4 | $73M | Buy |
374,864
+234,078
| +166% | +$41.2M | 0.21% | 99 |
|
|
2024
Q3 | $25.1M | Sell |
140,786
-490
| -0.3% | -$91.5K | 0.07% | 200 |
|
|
2024
Q2 | $29M | Sell |
141,276
-296,456
| -68% | -$65.6M | 0.09% | 169 |
|
|
2024
Q1 | $53.5M | Buy |
437,732
+228,434
| +109% | +$50.6M | 0.2% | 115 |
|
|
2023
Q4 | $38.4M | Buy |
209,298
+2,946
| +1% | +$537K | 0.13% | 146 |
|
|
2023
Q3 | $37.1M | Buy |
206,352
+64,749
| +46% | +$11.1M | 0.14% | 139 |
|
|
2023
Q2 | $22.8M | Buy |
141,603
+131,240
| +1,266% | +$18.9M | 0.09% | 184 |
|
|
2023
Q1 | $1.47M | Sell |
10,363
-30,904
| -75% | -$4.34M | 0.01% | 849 |
|
|
2022
Q4 | $5.64M | Buy |
41,267
+4,928
| +14% | +$687K | 0.03% | 408 |
|
|
2022
Q3 | $4.74M | Buy |
36,339
+5,426
| +18% | +$823K | 0.03% | 411 |
|
|
2022
Q2 | $4.77M | Buy |
30,913
+6,036
| +24% | +$998K | 0.03% | 381 |
|
|
2022
Q1 | $4.48M | Buy |
24,877
+2,362
| +10% | +$442K | 0.03% | 387 |
|
|
2021
Q4 | $4.17M | Buy |
22,515
+1,149
| +5% | +$207K | 0.03% | 393 |
|
|
2021
Q3 | $3.8M | Buy |
21,366
+7,302
| +52% | +$1.3M | 0.03% | 376 |
|
|
2021
Q2 | $2.46M | Buy |
14,064
+4,326
| +44% | +$710K | 0.02% | 443 |
|
|
2021
Q1 | $1.52M | Buy |
9,738
+7,922
| +436% | +$1.2M | 0.02% | 542 |
|
|
2020
Q4 | $281K | Buy |
1,816
+843
| +87% | +$118K | ﹤0.01% | 1058 |
|
|
2020
Q3 | $129K | Buy |
973
+475
| +95% | +$61.8K | ﹤0.01% | 1231 |
|
|
2020
Q2 | $62K | Sell |
498
-1,768
| -78% | -$219K | ﹤0.01% | 1545 |
|
|
2020
Q1 | $264K | Buy |
2,266
+13
| +0.6% | +$1.74K | 0.01% | 764 |
|
|
2019
Q4 | $320K | Buy |
+2,253
| New | +$315K | 0.01% | 817 |
|
Other funds holding TM
