HM Payson & Co’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $61.4K | Buy |
348
+48
| +16% | +$8.47K | ﹤0.01% | 614 |
|
|
2024
Q4 | $58.4K | Hold |
300
| – | – | ﹤0.01% | 617 |
|
|
2024
Q3 | $53.6K | Buy |
+300
| New | +$53.6K | ﹤0.01% | 616 |
|
|
2022
Q1 | – | Sell |
-55
| Closed | -$10K | – | 1154 |
|
|
2021
Q4 | $10K | Sell |
55
-24
| -30% | -$4.36K | ﹤0.01% | 868 |
|
|
2021
Q3 | $14K | Hold |
79
| – | – | ﹤0.01% | 797 |
|
|
2021
Q2 | $14K | Hold |
79
| – | – | ﹤0.01% | 791 |
|
|
2021
Q1 | $12K | Hold |
79
| – | – | ﹤0.01% | 854 |
|
|
2020
Q4 | $12K | Buy |
79
+55
| +229% | +$8.35K | ﹤0.01% | 851 |
|
|
2020
Q3 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 931 |
|