Highline Wealth Partners’s Toyota TM Stock Holding History

Highline Wealth Partners’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.5K	Sell	148 -4	-3%	-$904	0.01%	233
2025 Q4	$32.5K	Buy	152 +73	+92%	+$14.8K	0.01%	178
2025 Q3	$15.1K	Sell	79 -71	-47%	-$13.4K	﹤0.01%	330
2025 Q2	$25.8K	Sell	150 -44	-23%	-$7.96K	0.01%	192
2025 Q1	$34.3K	Buy	194 +54	+39%	+$10K	0.01%	155
2024 Q4	$27.3K	Sell	140 -12	-8%	-$2.11K	0.01%	159
2024 Q3	$27.2K	Sell	152 -5	-3%	-$934	0.01%	163
2024 Q2	$32.2K	Buy	157 +8	+5%	+$1.77K	0.01%	148
2024 Q1	$37.6K	Buy	149 +40	+37%	+$8.85K	0.02%	147
2023 Q4	$20K	Hold	109	–	–	0.01%	161
2023 Q3	$19.6K	Sell	109 -11	-9%	-$1.88K	0.01%	140
2023 Q2	$19.2K	Buy	120 +2	+2%	+$288	0.01%	132
2023 Q1	$16.7K	Sell	118 -50	-30%	-$7.03K	0.01%	139
2022 Q4	$22.9K	Buy	168 +2	+1%	+$279	0.02%	126
2022 Q3	$21.6K	Buy	+166	New	+$25.2K	0.02%	112

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return