Global Retirement Partners’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
+1,353
| New | +$233K | 0.01% | 1012 |
|
|
2024
Q4 | $187K | Buy |
961
+204
| +27% | +$39.7K | 0.01% | 988 |
|
|
2024
Q3 | $135K | Sell |
757
-704
| -48% | -$126K | ﹤0.01% | 1083 |
|
|
2024
Q2 | $299K | Sell |
1,461
-70
| -5% | -$14.3K | 0.01% | 744 |
|
|
2024
Q1 | $385K | Buy |
1,531
+7
| +0.5% | +$1.76K | 0.01% | 593 |
|
|
2023
Q4 | $298K | Buy |
1,524
+51
| +3% | +$9.98K | 0.01% | 609 |
|
|
2023
Q3 | $250K | Buy |
1,473
+1,121
| +318% | +$190K | 0.01% | 596 |
|
|
2023
Q2 | $56.6K | Buy |
352
+1
| +0.3% | +$161 | ﹤0.01% | 1207 |
|
|
2023
Q1 | $47.5K | Sell |
351
-72
| -17% | -$9.75K | ﹤0.01% | 1265 |
|
|
2022
Q4 | $57.7K | Buy |
423
+11
| +3% | +$1.5K | ﹤0.01% | 1025 |
|
|
2022
Q3 | $57K | Buy |
412
+69
| +20% | +$9.55K | ﹤0.01% | 970 |
|
|
2022
Q2 | $53K | Buy |
343
+16
| +5% | +$2.47K | ﹤0.01% | 972 |
|
|
2022
Q1 | $52K | Buy |
+327
| New | +$52K | ﹤0.01% | 983 |
|
|
2021
Q4 | – | Sell |
-215
| Closed | -$38K | – | 1650 |
|
|
2021
Q3 | $38K | Buy |
215
+75
| +54% | +$13.3K | ﹤0.01% | 949 |
|
|
2021
Q2 | $24K | Buy |
140
+88
| +169% | +$15.1K | ﹤0.01% | 1133 |
|
|
2021
Q1 | $8K | Hold |
52
| – | – | ﹤0.01% | 1357 |
|
|
2020
Q4 | $8K | Hold |
52
| – | – | ﹤0.01% | 1329 |
|
|
2020
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 1256 |
|
|
2020
Q2 | $7K | Hold |
52
| – | – | ﹤0.01% | 1218 |
|
|
2020
Q1 | $6K | Hold |
52
| – | – | ﹤0.01% | 1188 |
|
|
2019
Q4 | $7K | Hold |
52
| – | – | ﹤0.01% | 1261 |
|
|
2019
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 1219 |
|
|
2019
Q2 | $6K | Hold |
52
| – | – | ﹤0.01% | 1254 |
|
|
2019
Q1 | $6K | Hold |
52
| – | – | ﹤0.01% | 1211 |
|
|
2018
Q4 | $6K | Sell |
52
-50
| -49% | -$5.77K | ﹤0.01% | 1128 |
|
|
2018
Q3 | $13K | Hold |
102
| – | – | ﹤0.01% | 966 |
|
|
2018
Q2 | $13K | Sell |
102
-100
| -50% | -$12.7K | ﹤0.01% | 938 |
|
|
2018
Q1 | $26K | Buy |
202
+150
| +288% | +$19.3K | 0.01% | 693 |
|
|
2017
Q4 | $7K | Sell |
52
-100
| -66% | -$13.5K | ﹤0.01% | 1032 |
|
|
2017
Q3 | $18K | Hold |
152
| – | – | 0.01% | 684 |
|
|
2017
Q2 | $18K | Buy |
+152
| New | +$18K | 0.01% | 632 |
|