Independent Advisor Alliance’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Sell |
3,360
-20
| -0.6% | -$3.45K | 0.02% | 543 |
|
|
2025
Q1 | $597K | Buy |
3,380
+113
| +3% | +$19.9K | 0.02% | 483 |
|
|
2024
Q4 | $636K | Sell |
3,267
-72
| -2% | -$14K | 0.01% | 874 |
|
|
2024
Q3 | $596K | Sell |
3,339
-54
| -2% | -$9.64K | 0.02% | 424 |
|
|
2024
Q2 | $695K | Buy |
3,393
+1,134
| +50% | +$232K | 0.02% | 392 |
|
|
2024
Q1 | $569K | Sell |
2,259
-18
| -0.8% | -$4.53K | 0.02% | 425 |
|
|
2023
Q4 | $418K | Buy |
2,277
+188
| +9% | +$34.5K | 0.02% | 473 |
|
|
2023
Q3 | $375K | Buy |
2,089
+100
| +5% | +$18K | 0.02% | 466 |
|
|
2023
Q2 | $320K | Sell |
1,989
-25
| -1% | -$4.02K | 0.01% | 516 |
|
|
2023
Q1 | $285K | Buy |
+2,014
| New | +$285K | 0.01% | 525 |
|
|
2022
Q4 | – | Sell |
-2,219
| Closed | -$289K | – | 616 |
|
|
2022
Q3 | $289K | Buy |
2,219
+10
| +0.5% | +$1.3K | 0.02% | 490 |
|
|
2022
Q2 | $341K | Sell |
2,209
-45
| -2% | -$6.95K | 0.02% | 459 |
|
|
2022
Q1 | $406K | Buy |
2,254
+974
| +76% | +$175K | 0.02% | 443 |
|
|
2021
Q4 | $237K | Sell |
1,280
-78
| -6% | -$14.4K | 0.01% | 586 |
|
|
2021
Q3 | $241K | Buy |
1,358
+103
| +8% | +$18.3K | 0.01% | 550 |
|
|
2021
Q2 | $219K | Buy |
+1,255
| New | +$219K | 0.01% | 570 |
|
|
2019
Q4 | – | Sell |
-1,656
| Closed | -$223K | – | 894 |
|
|
2019
Q3 | $223K | Buy |
+1,656
| New | +$223K | 0.03% | 399 |
|