Howe & Rusling’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,163
| Closed | -$205K | – | 492 |
|
|
2025
Q1 | $205K | Buy |
1,163
+5
| +0.4% | +$883 | 0.02% | 266 |
|
|
2024
Q4 | $225K | Buy |
+1,158
| New | +$225K | 0.02% | 241 |
|
|
2024
Q2 | – | Sell |
-867
| Closed | -$218K | – | 394 |
|
|
2024
Q1 | $218K | Buy |
+867
| New | +$218K | 0.02% | 239 |
|
|
2022
Q4 | – | Sell |
-867
| Closed | -$113K | – | 966 |
|
|
2022
Q3 | $113K | Hold |
867
| – | – | 0.02% | 244 |
|
|
2022
Q2 | $134K | Buy |
867
+690
| +390% | +$107K | 0.02% | 228 |
|
|
2022
Q1 | $32K | Sell |
177
-73
| -29% | -$13.2K | ﹤0.01% | 365 |
|
|
2021
Q4 | $46K | Hold |
250
| – | – | 0.01% | 332 |
|
|
2021
Q3 | $44K | Buy |
250
+5
| +2% | +$880 | 0.01% | 320 |
|
|
2021
Q2 | $43K | Sell |
245
-45
| -16% | -$7.9K | 0.01% | 308 |
|
|
2021
Q1 | $45K | Sell |
290
-7
| -2% | -$1.09K | 0.01% | 301 |
|
|
2020
Q4 | $46K | Buy |
297
+172
| +138% | +$26.6K | 0.01% | 285 |
|
|
2020
Q3 | $17K | Hold |
125
| – | – | ﹤0.01% | 370 |
|
|
2020
Q2 | $16K | Hold |
125
| – | – | ﹤0.01% | 378 |
|
|
2020
Q1 | $15K | Buy |
125
+3
| +2% | +$360 | ﹤0.01% | 380 |
|
|
2019
Q4 | $17K | Hold |
122
| – | – | ﹤0.01% | 400 |
|
|
2019
Q3 | $16K | Hold |
122
| – | – | ﹤0.01% | 414 |
|
|
2019
Q2 | $15K | Buy |
122
+11
| +10% | +$1.35K | ﹤0.01% | 403 |
|
|
2019
Q1 | $13K | Sell |
111
-13
| -10% | -$1.52K | ﹤0.01% | 418 |
|
|
2018
Q4 | $14K | Buy |
124
+8
| +7% | +$903 | ﹤0.01% | 402 |
|
|
2018
Q3 | $14K | Hold |
116
| – | – | ﹤0.01% | 449 |
|
|
2018
Q2 | $15K | Hold |
116
| – | – | ﹤0.01% | 405 |
|
|
2018
Q1 | $15K | Buy |
+116
| New | +$15K | ﹤0.01% | 435 |
|
|
2017
Q2 | – | Sell |
-67
| Closed | -$7K | – | 1027 |
|
|
2017
Q1 | $7K | Sell |
67
-308
| -82% | -$32.2K | ﹤0.01% | 600 |
|
|
2016
Q4 | $44K | Hold |
375
| – | – | 0.01% | 278 |
|
|
2016
Q3 | $44K | Sell |
375
-227
| -38% | -$26.6K | 0.01% | 268 |
|
|
2016
Q2 | $60K | Hold |
602
| – | – | 0.01% | 230 |
|
|
2016
Q1 | $64K | Buy |
602
+80
| +15% | +$8.51K | 0.01% | 245 |
|
|
2015
Q4 | $64K | Buy |
522
+75
| +17% | +$9.2K | 0.01% | 246 |
|
|
2015
Q3 | $52K | Hold |
447
| – | – | 0.01% | 269 |
|
|
2015
Q2 | $60K | Hold |
447
| – | – | 0.01% | 284 |
|
|
2015
Q1 | $63K | Sell |
447
-174
| -28% | -$24.5K | 0.01% | 257 |
|
|
2014
Q4 | $78K | Hold |
621
| – | – | 0.02% | 231 |
|
|
2014
Q3 | $73K | Hold |
621
| – | – | 0.02% | 246 |
|
|
2014
Q2 | $74K | Sell |
621
-314
| -34% | -$37.4K | 0.02% | 256 |
|
|
2014
Q1 | $106K | Buy |
935
+399
| +74% | +$45.2K | 0.03% | 207 |
|
|
2013
Q4 | $65K | Sell |
536
-242
| -31% | -$29.3K | 0.02% | 265 |
|
|
2013
Q3 | $101K | Buy |
778
+10
| +1% | +$1.3K | 0.04% | 199 |
|
|
2013
Q2 | $93K | Buy |
+768
| New | +$93K | 0.03% | 226 |
|