Forum Financial Management’s Toyota TM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.52M Sell
20,447
-2,030
-9% -$350K 0.05% 76
2025
Q1
$3.97M Hold
22,477
0.07% 65
2024
Q4
$4.37M Buy
22,477
+5,180
+30% +$1.01M 0.07% 57
2024
Q3
$3.09M Sell
17,297
-20
-0.1% -$3.57K 0.05% 67
2024
Q2
$3.55M Hold
17,317
0.06% 59
2024
Q1
$4.36M Sell
17,317
-391
-2% -$98.4K 0.07% 59
2023
Q4
$3.25M Buy
17,708
+411
+2% +$75.4K 0.06% 61
2023
Q3
$3.11M Hold
17,297
0.07% 60
2023
Q2
$2.78M Sell
17,297
-3
-0% -$482 0.06% 62
2023
Q1
$2.45M Buy
17,300
+3
+0% +$425 0.07% 65
2022
Q4
$2.36M Buy
17,297
+20
+0.1% +$2.73K 0.08% 64
2022
Q3
$2.25M Buy
17,277
+46
+0.3% +$5.99K 0.11% 57
2022
Q2
$2.66M Hold
17,231
0.13% 47
2022
Q1
$3.11M Buy
17,231
+5
+0% +$901 0.15% 41
2021
Q4
$3.19M Buy
+17,226
New +$3.19M 0.16% 36