Cerity 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 | $4.96M | Sell |
28,783
-7,791
| -21% | -$1.34M | 0.01% | 804 |
|
|
2025
Q1 | $6.46M | Buy |
36,574
+57
| +0.2% | +$10.1K | 0.01% | 625 |
|
|
2024
Q4 | $6.91M | Sell |
36,517
-5,585
| -13% | -$1.06M | 0.02% | 606 |
|
|
2024
Q3 | $7.52M | Buy |
42,102
+14,054
| +50% | +$2.51M | 0.02% | 575 |
|
|
2024
Q2 | $5.75M | Sell |
28,048
-13,460
| -32% | -$2.76M | 0.02% | 566 |
|
|
2024
Q1 | $10.4M | Buy |
41,508
+13,808
| +50% | +$3.48M | 0.03% | 445 |
|
|
2023
Q4 | $5.08M | Buy |
27,700
+8,340
| +43% | +$1.53M | 0.02% | 530 |
|
|
2023
Q3 | $3.48M | Sell |
19,360
-6,950
| -26% | -$1.25M | 0.02% | 478 |
|
|
2023
Q2 | $4.23M | Buy |
26,310
+431
| +2% | +$69.3K | 0.02% | 537 |
|
|
2023
Q1 | $7.21M | Buy |
25,879
+1,460
| +6% | +$407K | 0.02% | 420 |
|
|
2022
Q4 | $3.33M | Buy |
24,419
+15,103
| +162% | +$2.06M | 0.02% | 432 |
|
|
2022
Q3 | $1.21M | Sell |
9,316
-574
| -6% | -$74.8K | 0.01% | 472 |
|
|
2022
Q2 | $1.52M | Buy |
9,890
+8,535
| +630% | +$1.31M | 0.02% | 463 |
|
|
2022
Q1 | $245K | Sell |
1,355
-3,050
| -69% | -$551K | ﹤0.01% | 799 |
|
|
2021
Q4 | $820K | Buy |
+4,405
| New | +$820K | 0.01% | 471 |
|
|
2018
Q1 | – | Sell |
-2,338
| Closed | -$297K | – | 579 |
|
|
2017
Q4 | $297K | Sell |
2,338
-364
| -13% | -$46.2K | 0.02% | 448 |
|
|
2017
Q3 | $322K | Buy |
+2,702
| New | +$322K | 0.02% | 418 |
|