Creative Planning’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.4M | Buy |
127,878
+12,699
| +11% | +$2.87M | 0.02% | 341 |
|
|
2025
Q4 | $24.7M | Buy |
115,179
+9,567
| +9% | +$1.94M | 0.02% | 317 |
|
|
2025
Q3 | $20.2M | Buy |
105,612
+20,796
| +25% | +$3.92M | 0.02% | 361 |
|
|
2025
Q2 | $14.6M | Sell |
84,816
-19,857
| -19% | -$3.59M | 0.01% | 409 |
|
|
2025
Q1 | $18.5M | Buy |
104,673
+12,581
| +14% | +$2.34M | 0.02% | 346 |
|
|
2024
Q4 | $17.9M | Buy |
92,092
+14,867
| +19% | +$2.62M | 0.02% | 317 |
|
|
2024
Q3 | $13.8M | Buy |
77,225
+1,972
| +3% | +$368K | 0.01% | 353 |
|
|
2024
Q2 | $15.4M | Buy |
75,253
+1,198
| +2% | +$265K | 0.02% | 311 |
|
|
2024
Q1 | $18.6M | Buy |
74,055
+6,986
| +10% | +$1.55M | 0.02% | 279 |
|
|
2023
Q4 | $12.3M | Buy |
67,069
+14,786
| +28% | +$2.7M | 0.02% | 342 |
|
|
2023
Q3 | $9.4M | Buy |
52,283
+5,324
| +11% | +$909K | 0.01% | 371 |
|
|
2023
Q2 | $7.55M | Buy |
46,959
+8,292
| +21% | +$1.19M | 0.01% | 408 |
|
|
2023
Q1 | $5.48M | Sell |
38,667
-660
| -2% | -$92.8K | 0.01% | 483 |
|
|
2022
Q4 | $5.37M | Buy |
39,327
+6,323
| +19% | +$882K | 0.01% | 471 |
|
|
2022
Q3 | $4.3M | Buy |
33,004
+393
| +1% | +$59.6K | 0.01% | 470 |
|
|
2022
Q2 | $5.03M | Sell |
32,611
-1,087
| -3% | -$180K | 0.01% | 449 |
|
|
2022
Q1 | $6.07M | Buy |
33,698
+160
| +0.5% | +$29.9K | 0.01% | 414 |
|
|
2021
Q4 | $6.21M | Buy |
33,538
+266
| +0.8% | +$47.9K | 0.01% | 376 |
|
|
2021
Q3 | $5.91M | Buy |
33,272
+10,381
| +45% | +$1.85M | 0.01% | 377 |
|
|
2021
Q2 | $4M | Sell |
22,891
-1,034
| -4% | -$170K | 0.01% | 469 |
|
|
2021
Q1 | $3.73M | Sell |
23,925
-404
| -2% | -$61.1K | 0.01% | 485 |
|
|
2020
Q4 | $3.76M | Buy |
24,329
+5,604
| +30% | +$783K | 0.01% | 446 |
|
|
2020
Q3 | $2.48M | Buy |
18,725
+3,390
| +22% | +$441K | 0.01% | 488 |
|
|
2020
Q2 | $1.93M | Sell |
15,335
-2,091
| -12% | -$259K | 0.01% | 510 |
|
|
2020
Q1 | $2.09M | Buy |
17,426
+1,116
| +7% | +$149K | 0.01% | 422 |
|
|
2019
Q4 | $2.29M | Buy |
16,310
+465
| +3% | +$65K | 0.01% | 475 |
|
|
2019
Q3 | $2.13M | Sell |
15,845
-118
| -0.7% | -$15.5K | 0.01% | 474 |
|
|
2019
Q2 | $1.98M | Buy |
15,963
+880
| +6% | +$107K | 0.01% | 502 |
|
|
2019
Q1 | $1.78M | Buy |
15,083
+217
| +1% | +$26.3K | 0.01% | 504 |
|
|
2018
Q4 | $1.73M | Buy |
14,866
+2,057
| +16% | +$244K | 0.01% | 456 |
|
|
2018
Q3 | $1.59M | Buy |
12,809
+345
| +3% | +$43.6K | 0.01% | 551 |
|
|
2018
Q2 | $1.61M | Buy |
12,464
+962
| +8% | +$127K | 0.01% | 532 |
|
|
2018
Q1 | $1.5M | Buy |
11,502
+776
| +7% | +$104K | 0.01% | 547 |
|
|
2017
Q4 | $1.36M | Sell |
10,726
-755
| -7% | -$94.1K | 0.01% | 579 |
|
|
2017
Q3 | $1.37M | Buy |
11,481
+697
| +6% | +$79K | 0.01% | 580 |
|
|
2017
Q2 | $1.13M | Sell |
10,784
-92
| -0.8% | -$9.83K | 0.01% | 628 |
|
|
2017
Q1 | $1.18M | Buy |
10,876
+930
| +9% | +$107K | 0.01% | 607 |
|
|
2016
Q4 | $1.17M | Buy |
9,946
+740
| +8% | +$86.2K | 0.01% | 567 |
|
|
2016
Q3 | $1.07M | Buy |
9,206
+150
| +2% | +$17.2K | 0.01% | 572 |
|
|
2016
Q2 | $906K | Buy |
9,056
+43
| +0.5% | +$4.42K | 0.01% | 552 |
|
|
2016
Q1 | $958K | Buy |
9,013
+878
| +11% | +$97K | 0.01% | 522 |
|
|
2015
Q4 | $1M | Sell |
8,135
-104
| -1% | -$12.9K | 0.01% | 508 |
|
|
2015
Q3 | $966K | Buy |
+8,239
| New | +$1.03M | 0.01% | 485 |
|
|
2015
Q2 | – | Sell |
-7,152
| Closed | -$1M | – | 2846 |
|
|
2015
Q1 | $1M | Buy |
7,152
+1,033
| +17% | +$138K | 0.01% | 463 |
|
|
2014
Q4 | $768K | Buy |
6,119
+1,300
| +27% | +$156K | 0.01% | 537 |
|
|
2014
Q3 | $566K | Sell |
4,819
-2,486
| -34% | -$293K | 0.01% | 607 |
|
|
2014
Q2 | $874K | Sell |
7,305
-14,927
| -67% | -$1.66M | 0.01% | 432 |
|
|
2014
Q1 | $2.51M | Buy |
22,232
+17,171
| +339% | +$1.98M | 0.04% | 170 |
|
|
2013
Q4 | $617K | Sell |
5,061
-362
| -7% | -$45.5K | 0.01% | 458 |
|
|
2013
Q3 | $694K | Buy |
5,423
+3,237
| +148% | +$412K | 0.01% | 353 |
|
|
2013
Q2 | $264K | Buy |
+2,186
| New | +$255K | 0.01% | 597 |
|
Other funds holding TM
