Concord Wealth 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 | $35K | Hold |
203
| – | – | 0.01% | 386 |
|
|
2025
Q1 | $35.8K | Hold |
203
| – | – | 0.01% | 373 |
|
|
2024
Q4 | $39.5K | Sell |
203
-127
| -38% | -$24.7K | 0.01% | 366 |
|
|
2024
Q3 | $59K | Hold |
330
| – | – | 0.01% | 314 |
|
|
2024
Q2 | $67.7K | Buy |
330
+1
| +0.3% | +$205 | 0.01% | 274 |
|
|
2024
Q1 | $82.8K | Hold |
329
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $60.3K | Sell |
329
-391
| -54% | -$71.7K | 0.01% | 334 |
|
|
2023
Q3 | $129K | Hold |
720
| – | – | 0.03% | 253 |
|
|
2023
Q2 | $116K | Buy |
720
+42
| +6% | +$6.75K | 0.02% | 261 |
|
|
2023
Q1 | $96.1K | Sell |
678
-55
| -8% | -$7.79K | 0.03% | 255 |
|
|
2022
Q4 | $100K | Buy |
+733
| New | +$100K | 0.03% | 250 |
|
|
2022
Q3 | – | Sell |
-712
| Closed | -$110K | – | 1057 |
|
|
2022
Q2 | $110K | Sell |
712
-926
| -57% | -$143K | 0.03% | 247 |
|
|
2022
Q1 | $295K | Sell |
1,638
-3
| -0.2% | -$540 | 0.08% | 137 |
|
|
2021
Q4 | $304K | Buy |
1,641
+970
| +145% | +$180K | 0.07% | 142 |
|
|
2021
Q3 | $119K | Sell |
671
-627
| -48% | -$111K | 0.05% | 120 |
|
|
2021
Q2 | $227K | Buy |
1,298
+187
| +17% | +$32.7K | 0.07% | 125 |
|
|
2021
Q1 | $173K | Buy |
1,111
+585
| +111% | +$91.1K | 0.06% | 143 |
|
|
2020
Q4 | $81K | Buy |
+526
| New | +$81K | 0.06% | 151 |
|