Fort Sheridan 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 | $363K | Buy |
2,106
+1
| +0% | +$172 | 0.05% | 191 |
|
|
2025
Q1 | $372K | Sell |
2,105
-220
| -9% | -$38.8K | 0.06% | 186 |
|
|
2024
Q4 | $453K | Sell |
2,325
-20
| -0.9% | -$3.89K | 0.07% | 167 |
|
|
2024
Q3 | $419K | Buy |
2,345
+156
| +7% | +$27.9K | 0.06% | 172 |
|
|
2024
Q2 | $449K | Buy |
2,189
+195
| +10% | +$40K | 0.07% | 157 |
|
|
2024
Q1 | $502K | Sell |
1,994
-83
| -4% | -$20.9K | 0.09% | 129 |
|
|
2023
Q4 | $381K | Hold |
2,077
| – | – | 0.08% | 145 |
|
|
2023
Q3 | $373K | Sell |
2,077
-83
| -4% | -$14.9K | 0.08% | 136 |
|
|
2023
Q2 | $347K | Hold |
2,160
| – | – | 0.08% | 144 |
|
|
2023
Q1 | $306K | Buy |
2,160
+118
| +6% | +$16.7K | 0.08% | 148 |
|
|
2022
Q4 | $279K | Hold |
2,042
| – | – | 0.09% | 148 |
|
|
2022
Q3 | $266K | Hold |
2,042
| – | – | 0.09% | 147 |
|
|
2022
Q2 | $315K | Hold |
2,042
| – | – | 0.1% | 129 |
|
|
2022
Q1 | $368K | Hold |
2,042
| – | – | 0.11% | 123 |
|
|
2021
Q4 | $378K | Sell |
2,042
-1
| -0% | -$185 | 0.11% | 126 |
|
|
2021
Q3 | $363K | Sell |
2,043
-7
| -0.3% | -$1.24K | 0.12% | 124 |
|
|
2021
Q2 | $358K | Sell |
2,050
-100
| -5% | -$17.5K | 0.12% | 122 |
|
|
2021
Q1 | $336K | Hold |
2,150
| – | – | 0.13% | 105 |
|
|
2020
Q4 | $332K | Hold |
2,150
| – | – | 0.16% | 88 |
|
|
2020
Q3 | $285K | Buy |
2,150
+5
| +0.2% | +$663 | 0.17% | 82 |
|
|
2020
Q2 | $269K | Hold |
2,145
| – | – | 0.17% | 78 |
|
|
2020
Q1 | $257K | Buy |
2,145
+310
| +17% | +$37.1K | 0.19% | 65 |
|
|
2019
Q4 | $258K | Hold |
1,835
| – | – | 0.14% | 90 |
|
|
2019
Q3 | $247K | Buy |
1,835
+35
| +2% | +$4.71K | 0.14% | 79 |
|
|
2019
Q2 | $223K | Hold |
1,800
| – | – | 0.13% | 86 |
|
|
2019
Q1 | $212K | Hold |
1,800
| – | – | 0.14% | 85 |
|
|
2018
Q4 | $209K | Buy |
+1,800
| New | +$209K | 0.15% | 74 |
|