Integrated Wealth Concepts’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
5,674
+2,017
| +55% | +$347K | 0.01% | 928 |
|
|
2025
Q1 | $645K | Buy |
3,657
+38
| +1% | +$6.71K | 0.01% | 1035 |
|
|
2024
Q4 | $704K | Sell |
3,619
-106
| -3% | -$20.6K | 0.01% | 971 |
|
|
2024
Q3 | $665K | Sell |
3,725
-554
| -13% | -$98.9K | 0.01% | 968 |
|
|
2024
Q2 | $877K | Sell |
4,279
-1,327
| -24% | -$272K | 0.01% | 819 |
|
|
2024
Q1 | $1.41M | Sell |
5,606
-10,086
| -64% | -$2.54M | 0.02% | 623 |
|
|
2023
Q4 | $2.88M | Sell |
15,692
-375
| -2% | -$68.8K | 0.05% | 357 |
|
|
2023
Q3 | $2.89M | Sell |
16,067
-265
| -2% | -$47.6K | 0.05% | 334 |
|
|
2023
Q2 | $2.63M | Sell |
16,332
-1,094
| -6% | -$176K | 0.05% | 368 |
|
|
2023
Q1 | $2.47M | Sell |
17,426
-235
| -1% | -$33.3K | 0.05% | 339 |
|
|
2022
Q4 | $2.41M | Buy |
17,661
+667
| +4% | +$91.1K | 0.07% | 280 |
|
|
2022
Q3 | $2.21M | Sell |
16,994
-862
| -5% | -$112K | 0.07% | 259 |
|
|
2022
Q2 | $2.75M | Buy |
17,856
+24
| +0.1% | +$3.7K | 0.09% | 217 |
|
|
2022
Q1 | $3.21M | Buy |
17,832
+1,530
| +9% | +$276K | 0.1% | 180 |
|
|
2021
Q4 | $3.02M | Buy |
16,302
+2,174
| +15% | +$403K | 0.09% | 191 |
|
|
2021
Q3 | $2.51M | Buy |
14,128
+1,573
| +13% | +$280K | 0.08% | 205 |
|
|
2021
Q2 | $2.2M | Buy |
12,555
+2,293
| +22% | +$401K | 0.08% | 207 |
|
|
2021
Q1 | $1.6M | Buy |
10,262
+2,208
| +27% | +$344K | 0.07% | 221 |
|
|
2020
Q4 | $1.25M | Buy |
8,054
+762
| +10% | +$118K | 0.06% | 213 |
|
|
2020
Q3 | $966K | Buy |
7,292
+69
| +1% | +$9.14K | 0.06% | 222 |
|
|
2020
Q2 | $907K | Buy |
7,223
+1,194
| +20% | +$150K | 0.07% | 192 |
|
|
2020
Q1 | $723K | Buy |
6,029
+972
| +19% | +$117K | 0.07% | 176 |
|
|
2019
Q4 | $711K | Buy |
5,057
+1,941
| +62% | +$273K | 0.06% | 210 |
|
|
2019
Q3 | $419K | Buy |
3,116
+1,064
| +52% | +$143K | 0.05% | 237 |
|
|
2019
Q2 | $257K | Buy |
+2,052
| New | +$257K | 0.03% | 311 |
|