Carolinas Wealth Consulting’s Toyota TM Stock Holding History

Carolinas Wealth Consulting’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	+$1.76K	0.03%	204
2024 Q3	$141K	Buy	791 +3	+0.4%	+$560	0.03%	215
2024 Q2	$161K	Buy	788 +5	+0.6%	+$1.11K	0.03%	197
2024 Q1	$197K	Buy	783 +6	+0.8%	+$1.33K	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%	+$1.58K	0.02%	231
2023 Q1	$108K	Hold	759	–	–	0.02%	260
2022 Q4	$104K	Buy	759 +8	+1%	+$1.11K	0.02%	259
2022 Q3	$98K	Hold	751	–	–	0.02%	246
2022 Q2	$116K	Buy	751 +8	+1%	+$1.32K	0.03%	225
2022 Q1	$134K	Hold	743	–	–	0.03%	219
2021 Q4	$138K	Buy	+743	New	+$134K	0.03%	224

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Carolinas Wealth Consulting's TM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Toyota (TM) in Q2 2025, closing a stake of 801 shares — an estimated $141K sold.

Carolinas Wealth Consulting first reported a position in TM in Q4 2021 and held it in 14 quarters. The position peaked at $197K in Q1 2024. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 801 Toyota shares in Q2 2025, an estimated $141K.
Carolinas Wealth Consulting first reported a position in Toyota in Q4 2021 and held it in 14 quarters.
Carolinas Wealth Consulting's Toyota position peaked at $197K in Q1 2024.
593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.