Heritage Wealth Management (Ohio)’s Toyota TM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Buy	1,268 +1	+0.1%	+$172	0.07%	222
2025 Q1	$224K	Buy	1,267 +192	+18%	+$33.9K	0.08%	212
2024 Q4	$209K	Buy	+1,075	New	+$209K	0.07%	218
2024 Q3	–	Sell	-1,075	Closed	-$222K	–	232
2024 Q2	$222K	Buy	+1,075	New	+$222K	0.07%	208