HHM Wealth Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
6,945
+50
| +0.7% | +$8.61K | 0.14% | 61 |
|
|
2025
Q1 | $1.22M | Hold |
6,895
| – | – | 0.16% | 60 |
|
|
2024
Q4 | $1.34M | Hold |
6,895
| – | – | 0.18% | 59 |
|
|
2024
Q3 | $1.23M | Buy |
6,895
+455
| +7% | +$81.2K | 0.17% | 53 |
|
|
2024
Q2 | $1.32M | Buy |
6,440
+1,770
| +38% | +$363K | 0.2% | 52 |
|
|
2024
Q1 | $1.18M | Hold |
4,670
| – | – | 0.19% | 52 |
|
|
2023
Q4 | $856K | Hold |
4,670
| – | – | 0.15% | 55 |
|
|
2023
Q3 | $839K | Buy |
4,670
+235
| +5% | +$42.2K | 0.16% | 52 |
|
|
2023
Q2 | $713K | Sell |
4,435
-14
| -0.3% | -$2.25K | 0.13% | 57 |
|
|
2023
Q1 | $630K | Sell |
4,449
-5
| -0.1% | -$708 | 0.13% | 61 |
|
|
2022
Q4 | $608K | Buy |
4,454
+176
| +4% | +$24K | 0.14% | 59 |
|
|
2022
Q3 | $557K | Buy |
4,278
+303
| +8% | +$39.5K | 0.15% | 50 |
|
|
2022
Q2 | $613K | Buy |
3,975
+204
| +5% | +$31.5K | 0.16% | 54 |
|
|
2022
Q1 | $680K | Buy |
3,771
+70
| +2% | +$12.6K | 0.16% | 55 |
|
|
2021
Q4 | $686K | Buy |
3,701
+80
| +2% | +$14.8K | 0.17% | 56 |
|
|
2021
Q3 | $644K | Hold |
3,621
| – | – | 0.18% | 57 |
|
|
2021
Q2 | $633K | Hold |
3,621
| – | – | 0.17% | 60 |
|
|
2021
Q1 | $565K | Buy |
3,621
+50
| +1% | +$7.8K | 0.17% | 57 |
|
|
2020
Q4 | $552K | Sell |
3,571
-117
| -3% | -$18.1K | 0.19% | 45 |
|
|
2020
Q3 | $488K | Hold |
3,688
| – | – | 0.2% | 44 |
|
|
2020
Q2 | $463K | Hold |
3,688
| – | – | 0.19% | 41 |
|
|
2020
Q1 | $442K | Sell |
3,688
-59
| -2% | -$7.07K | 0.22% | 43 |
|
|
2019
Q4 | $527K | Hold |
3,747
| – | – | 0.25% | 39 |
|
|
2019
Q3 | $504K | Buy |
3,747
+155
| +4% | +$20.8K | 0.29% | 34 |
|
|
2019
Q2 | $445K | Buy |
3,592
+100
| +3% | +$12.4K | 0.26% | 38 |
|
|
2019
Q1 | $412K | Sell |
3,492
-600
| -15% | -$70.8K | 0.26% | 34 |
|
|
2018
Q4 | $475K | Buy |
+4,092
| New | +$475K | 0.35% | 28 |
|