Carson Wealth (CWM LLC)’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
35,193
+1,936
| +6% | +$333K | 0.02% | 529 |
|
|
2025
Q1 | $5.87M | Sell |
33,257
-1,125
| -3% | -$199K | 0.02% | 479 |
|
|
2024
Q4 | $6.69M | Sell |
34,382
-1,762
| -5% | -$343K | 0.03% | 411 |
|
|
2024
Q3 | $6.45M | Sell |
36,144
-921
| -2% | -$164K | 0.03% | 393 |
|
|
2024
Q2 | $7.6M | Sell |
37,065
-1,941
| -5% | -$398K | 0.04% | 334 |
|
|
2024
Q1 | $9.82M | Sell |
39,006
-5,348
| -12% | -$1.35M | 0.05% | 291 |
|
|
2023
Q4 | $8.13M | Sell |
44,354
-2,459
| -5% | -$451K | 0.04% | 303 |
|
|
2023
Q3 | $8.42M | Sell |
46,813
-4,645
| -9% | -$835K | 0.05% | 263 |
|
|
2023
Q2 | $8.27M | Sell |
51,458
-5,551
| -10% | -$892K | 0.05% | 259 |
|
|
2023
Q1 | $8.08M | Buy |
57,009
+2,116
| +4% | +$300K | 0.05% | 243 |
|
|
2022
Q4 | $7.5M | Buy |
54,893
+525
| +1% | +$71.7K | 0.06% | 240 |
|
|
2022
Q3 | $7.08M | Buy |
54,368
+1,580
| +3% | +$206K | 0.06% | 236 |
|
|
2022
Q2 | $8.14M | Buy |
52,788
+1,518
| +3% | +$234K | 0.06% | 224 |
|
|
2022
Q1 | $9.24M | Buy |
51,270
+261
| +0.5% | +$47K | 0.07% | 213 |
|
|
2021
Q4 | $9.45M | Buy |
+51,009
| New | +$9.45M | 0.07% | 218 |
|
|
2021
Q2 | $9.24M | Hold |
52,844
| – | – | 0.07% | 205 |
|
|
2021
Q1 | $9.24M | Hold |
52,844
| – | – | 0.07% | 205 |
|
|
2020
Q4 | $9.24M | Hold |
52,844
| – | – | 0.07% | 205 |
|
|
2020
Q3 | $9.24M | Hold |
52,844
| – | – | 0.07% | 205 |
|
|
2020
Q2 | $9.24M | Hold |
52,844
| – | – | 0.07% | 205 |
|
|
2020
Q1 | $9.24M | Hold |
52,844
| – | – | 0.07% | 205 |
|
|
2019
Q4 | $9.24M | Hold |
52,844
| – | – | 0.07% | 205 |
|
|
2019
Q3 | $9.24M | Hold |
52,844
| – | – | 0.07% | 205 |
|
|
2019
Q2 | $9.24M | Hold |
52,844
| – | – | 0.07% | 205 |
|
|
2019
Q1 | $9.24M | Buy |
52,844
+42,502
| +411% | +$7.43M | 0.07% | 205 |
|
|
2018
Q4 | $1.2M | Buy |
10,342
+8,142
| +370% | +$945K | 0.03% | 348 |
|
|
2018
Q3 | $274K | Buy |
2,200
+1,979
| +895% | +$246K | 0.01% | 456 |
|
|
2018
Q2 | $28K | Buy |
221
+21
| +11% | +$2.66K | ﹤0.01% | 767 |
|
|
2018
Q1 | $26K | Sell |
200
-5
| -2% | -$650 | ﹤0.01% | 666 |
|
|
2017
Q4 | $26K | Hold |
205
| – | – | ﹤0.01% | 652 |
|
|
2017
Q3 | $24K | Sell |
205
-245
| -54% | -$28.7K | ﹤0.01% | 669 |
|
|
2017
Q2 | $47K | Hold |
450
| – | – | ﹤0.01% | 491 |
|
|
2017
Q1 | $49K | Sell |
450
-14
| -3% | -$1.52K | ﹤0.01% | 463 |
|
|
2016
Q4 | $54K | Sell |
464
-11
| -2% | -$1.28K | ﹤0.01% | 440 |
|
|
2016
Q3 | $55K | Buy |
475
+275
| +138% | +$31.8K | ﹤0.01% | 408 |
|
|
2016
Q2 | $20K | Hold |
200
| – | – | ﹤0.01% | 470 |
|
|
2016
Q1 | $21K | Hold |
200
| – | – | ﹤0.01% | 436 |
|
|
2015
Q4 | $25K | Hold |
200
| – | – | ﹤0.01% | 374 |
|
|
2015
Q3 | $23K | Buy |
+200
| New | +$23K | ﹤0.01% | 355 |
|
|
2014
Q1 | – | Sell |
-200
| Closed | -$24K | – | 413 |
|
|
2013
Q4 | $24K | Hold |
200
| – | – | ﹤0.01% | 324 |
|
|
2013
Q3 | $26K | Buy |
+200
| New | +$26K | 0.01% | 242 |
|