GeoWealth 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 | $147K | Sell |
853
-157
| -16% | -$27K | 0.01% | 726 |
|
|
2025
Q1 | $178K | Sell |
1,010
-103
| -9% | -$18.2K | 0.01% | 686 |
|
|
2024
Q4 | $217K | Buy |
1,113
+420
| +61% | +$81.7K | 0.01% | 736 |
|
|
2024
Q3 | $124K | Sell |
693
-23
| -3% | -$4.11K | ﹤0.01% | 844 |
|
|
2024
Q2 | $147K | Buy |
+716
| New | +$147K | 0.01% | 739 |
|