CIA
Concurrent Investment Advisors’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
1,811
-9
| -0.5% | -$1.55K | 0.01% | 1046 |
|
|
2025
Q1 | $321K | Buy |
1,820
+384
| +27% | +$67.8K | 0.01% | 890 |
|
|
2024
Q4 | $280K | Buy |
1,436
+309
| +27% | +$60.1K | 0.01% | 847 |
|
|
2024
Q3 | $201K | Sell |
1,127
-77
| -6% | -$13.8K | 0.01% | 930 |
|
|
2024
Q2 | $247K | Buy |
1,204
+212
| +21% | +$43.5K | 0.01% | 790 |
|
|
2024
Q1 | $250K | Buy |
+992
| New | +$250K | 0.01% | 721 |
|