Dakota Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
2,122
-3
| -0.1% | -$517 | 0.01% | 565 |
|
|
2025
Q1 | $375K | Buy |
2,125
+456
| +27% | +$80.5K | 0.01% | 569 |
|
|
2024
Q4 | $325K | Buy |
1,669
+9
| +0.5% | +$1.75K | 0.01% | 583 |
|
|
2024
Q3 | $296K | Hold |
1,660
| – | – | 0.01% | 590 |
|
|
2024
Q2 | $340K | Sell |
1,660
-26
| -2% | -$5.33K | 0.01% | 555 |
|
|
2024
Q1 | $424K | Buy |
1,686
+45
| +3% | +$11.3K | 0.01% | 528 |
|
|
2023
Q4 | $301K | Hold |
1,641
| – | – | 0.01% | 517 |
|
|
2023
Q3 | $295K | Buy |
+1,641
| New | +$295K | 0.01% | 489 |
|