Cascade Financial Partners’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Hold |
7,430
| – | – | 0.15% | 98 |
|
|
2025
Q1 | $1.31M | Hold |
7,430
| – | – | 0.17% | 93 |
|
|
2024
Q4 | $1.45M | Hold |
7,430
| – | – | 0.19% | 79 |
|
|
2024
Q3 | $1.26M | Hold |
7,430
| – | – | 0.16% | 87 |
|
|
2024
Q2 | $1.52M | Hold |
7,430
| – | – | 0.2% | 76 |
|
|
2024
Q1 | $1.81M | Buy |
+7,430
| New | +$1.81M | 0.26% | 64 |
|