JFS Wealth Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.5K | Sell |
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|
2025
Q1 | $80.3K | Hold |
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|
2024
Q4 | $88.5K | Buy |
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|
2024
Q3 | $60.5K | Hold |
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|
2024
Q2 | $69.5K | Hold |
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|
2024
Q1 | $85.3K | Buy |
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|
2023
Q4 | $61.6K | Hold |
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|
2023
Q3 | $60.4K | Buy |
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|
2023
Q2 | $37.3K | Sell |
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|
2023
Q1 | $45.5K | Sell |
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|
2022
Q4 | $44.1K | Sell |
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|
2022
Q3 | $71K | Buy |
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|
2022
Q2 | $63K | Buy |
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|
2022
Q1 | $68K | Buy |
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|
2021
Q4 | $61K | Buy |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $29K | Sell |
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|
2021
Q1 | $28K | Hold |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $26K | Sell |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $23K | Sell |
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|
2018
Q4 | $23K | Hold |
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|
2018
Q3 | $25K | Hold |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $26K | Sell |
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|
2017
Q4 | $27K | Hold |
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|
2017
Q3 | $25K | Hold |
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|
2017
Q2 | $22K | Hold |
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|
2017
Q1 | $25K | Hold |
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|
2016
Q4 | $25K | Hold |
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|
2016
Q3 | $24K | Sell |
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|
2016
Q2 | $26K | Hold |
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|
2016
Q1 | $28K | Hold |
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|
2015
Q4 | $32K | Sell |
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|
2015
Q3 | $32K | Hold |
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|
2015
Q2 | $36K | Hold |
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|
2015
Q1 | $38K | Sell |
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|
2014
Q4 | $64K | Sell |
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|
2014
Q3 | $83K | Hold |
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|
2014
Q2 | $85K | Buy |
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