Carolinas Wealth Consulting’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 |
-801
| Closed | -$141K | – | 851 |
|
|
2025
Q1 | $141K | Hold |
801
| – | – | 0.03% | 205 |
|
|
2024
Q4 | $156K | Buy |
801
+10
| +1% | +$1.94K | 0.03% | 204 |
|
|
2024
Q3 | $141K | Buy |
791
+3
| +0.4% | +$535 | 0.03% | 215 |
|
|
2024
Q2 | $161K | Buy |
788
+5
| +0.6% | +$1.02K | 0.03% | 197 |
|
|
2024
Q1 | $197K | Buy |
783
+6
| +0.8% | +$1.51K | 0.04% | 175 |
|
|
2023
Q4 | $142K | Buy |
777
+7
| +0.9% | +$1.28K | 0.03% | 193 |
|
|
2023
Q3 | $135K | Hold |
770
| – | – | 0.03% | 190 |
|
|
2023
Q2 | $124K | Buy |
770
+11
| +1% | +$1.77K | 0.02% | 231 |
|
|
2023
Q1 | $108K | Hold |
759
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $104K | Buy |
759
+8
| +1% | +$1.09K | 0.02% | 259 |
|
|
2022
Q3 | $98K | Hold |
751
| – | – | 0.02% | 246 |
|
|
2022
Q2 | $116K | Buy |
751
+8
| +1% | +$1.24K | 0.03% | 225 |
|
|
2022
Q1 | $134K | Hold |
743
| – | – | 0.03% | 219 |
|
|
2021
Q4 | $138K | Buy |
+743
| New | +$138K | 0.03% | 224 |
|