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 |
|