Dynamic Advisor Solutions’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
2,763
-104
| -4% | -$17.9K | 0.01% | 618 |
|
|
2025
Q1 | $506K | Buy |
+2,867
| New | +$506K | 0.02% | 579 |
|
|
2024
Q4 | – | Sell |
-4,951
| Closed | -$884K | – | 831 |
|
|
2024
Q3 | $884K | Buy |
4,951
+431
| +10% | +$77K | 0.03% | 486 |
|
|
2024
Q2 | $927K | Buy |
4,520
+1,457
| +48% | +$299K | 0.03% | 477 |
|
|
2024
Q1 | $771K | Buy |
3,063
+24
| +0.8% | +$6.04K | 0.03% | 497 |
|
|
2023
Q4 | $569K | Buy |
3,039
+28
| +0.9% | +$5.24K | 0.02% | 545 |
|
|
2023
Q3 | $541K | Buy |
+3,011
| New | +$541K | 0.03% | 495 |
|