HB Wealth 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
$428K Buy
2,487
+379
+18% +$65.3K ﹤0.01% 785
2025
Q1
$372K Buy
2,108
+479
+29% +$84.6K ﹤0.01% 863
2024
Q4
$317K Buy
1,629
+303
+23% +$59K ﹤0.01% 781
2024
Q3
$237K Sell
1,326
-77
-5% -$13.8K ﹤0.01% 825
2024
Q2
$288K Sell
1,403
-31
-2% -$6.36K ﹤0.01% 716
2024
Q1
$361K Buy
1,434
+278
+24% +$70K ﹤0.01% 592
2023
Q4
$212K Buy
+1,156
New +$212K ﹤0.01% 721