EP Wealth Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
2,805
+420
| +18% | +$72.3K | ﹤0.01% | 793 |
|
|
2025
Q1 | $421K | Sell |
2,385
-201
| -8% | -$35.5K | ﹤0.01% | 767 |
|
|
2024
Q4 | $503K | Sell |
2,586
-311
| -11% | -$60.5K | ﹤0.01% | 693 |
|
|
2024
Q3 | $517K | Buy |
2,897
+660
| +30% | +$118K | ﹤0.01% | 685 |
|
|
2024
Q2 | $459K | Buy |
2,237
+176
| +9% | +$36.1K | ﹤0.01% | 557 |
|
|
2024
Q1 | $519K | Buy |
2,061
+302
| +17% | +$76K | 0.01% | 506 |
|
|
2023
Q4 | $322K | Sell |
1,759
-542
| -24% | -$99.4K | ﹤0.01% | 598 |
|
|
2023
Q3 | $414K | Sell |
2,301
-17,333
| -88% | -$3.12M | 0.01% | 495 |
|
|
2023
Q2 | $277K | Buy |
+19,634
| New | +$277K | ﹤0.01% | 579 |
|