EverSource Wealth Advisors’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
2,741
+209
| +8% | +$36K | 0.02% | 477 |
|
|
2025
Q1 | $447K | Buy |
2,532
+878
| +53% | +$155K | 0.02% | 403 |
|
|
2024
Q4 | $322K | Buy |
1,654
+695
| +72% | +$135K | 0.02% | 488 |
|
|
2024
Q3 | $171K | Buy |
959
+105
| +12% | +$18.8K | 0.01% | 610 |
|
|
2024
Q2 | $165K | Sell |
854
-8
| -0.9% | -$1.55K | 0.01% | 623 |
|
|
2024
Q1 | $196K | Buy |
862
+228
| +36% | +$51.9K | 0.02% | 495 |
|
|
2023
Q4 | $116K | Buy |
634
+194
| +44% | +$35.6K | 0.01% | 586 |
|
|
2023
Q3 | $79.1K | Buy |
440
+2
| +0.5% | +$360 | 0.01% | 652 |
|
|
2023
Q2 | $70.4K | Buy |
438
+116
| +36% | +$18.6K | 0.01% | 708 |
|
|
2023
Q1 | $45.6K | Sell |
322
-24
| -7% | -$3.4K | 0.01% | 821 |
|
|
2022
Q4 | $47.3K | Sell |
346
-225
| -39% | -$30.7K | 0.01% | 785 |
|
|
2022
Q3 | $74K | Sell |
571
-163
| -22% | -$21.1K | 0.02% | 526 |
|
|
2022
Q2 | $114K | Buy |
734
+626
| +580% | +$97.2K | 0.03% | 343 |
|
|
2022
Q1 | $19K | Sell |
108
-588
| -84% | -$103K | ﹤0.01% | 728 |
|
|
2021
Q4 | $129K | Buy |
+696
| New | +$129K | 0.04% | 275 |
|