EP Wealth Advisors’s Toro Company TTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
9,628
+1,979
| +26% | +$140K | ﹤0.01% | 667 |
|
|
2025
Q1 | $556K | Buy |
7,649
+3
| +0% | +$218 | ﹤0.01% | 671 |
|
|
2024
Q4 | $612K | Sell |
7,646
-103
| -1% | -$8.25K | 0.01% | 633 |
|
|
2024
Q3 | $672K | Sell |
7,749
-446
| -5% | -$38.7K | 0.01% | 602 |
|
|
2024
Q2 | $766K | Sell |
8,195
-577
| -7% | -$54K | 0.01% | 436 |
|
|
2024
Q1 | $804K | Sell |
8,772
-404
| -4% | -$37K | 0.01% | 417 |
|
|
2023
Q4 | $881K | Buy |
9,176
+4
| +0% | +$384 | 0.01% | 386 |
|
|
2023
Q3 | $762K | Sell |
9,172
-57,350
| -86% | -$4.77M | 0.01% | 379 |
|
|
2023
Q2 | $999K | Buy |
66,522
+65,411
| +5,888% | +$982K | 0.01% | 338 |
|
|
2023
Q1 | $204K | Sell |
1,111
-9,165
| -89% | -$1.69M | ﹤0.01% | 573 |
|
|
2022
Q4 | $1.16M | Hold |
10,276
| – | – | 0.02% | 262 |
|
|
2022
Q3 | $889K | Sell |
10,276
-118
| -1% | -$10.2K | 0.02% | 246 |
|
|
2022
Q2 | $788K | Buy |
10,394
+21
| +0.2% | +$1.59K | 0.02% | 292 |
|
|
2022
Q1 | $887K | Buy |
10,373
+4
| +0% | +$342 | 0.02% | 294 |
|
|
2021
Q4 | $1.04M | Sell |
10,369
-1,793
| -15% | -$179K | 0.02% | 254 |
|
|
2021
Q3 | $1.19M | Buy |
+12,162
| New | +$1.19M | 0.03% | 221 |
|