JFS Wealth Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.5K | Sell |
241
-214
| -47% | -$36.9K | ﹤0.01% | 497 |
|
|
2025
Q1 | $80.3K | Hold |
455
| – | – | 0.01% | 396 |
|
|
2024
Q4 | $88.5K | Buy |
455
+116
| +34% | +$22.6K | 0.01% | 375 |
|
|
2024
Q3 | $60.5K | Hold |
339
| – | – | ﹤0.01% | 436 |
|
|
2024
Q2 | $69.5K | Hold |
339
| – | – | 0.01% | 374 |
|
|
2024
Q1 | $85.3K | Buy |
339
+3
| +0.9% | +$755 | 0.01% | 345 |
|
|
2023
Q4 | $61.6K | Hold |
336
| – | – | 0.01% | 376 |
|
|
2023
Q3 | $60.4K | Buy |
336
+104
| +45% | +$18.7K | 0.01% | 350 |
|
|
2023
Q2 | $37.3K | Sell |
232
-89
| -28% | -$14.3K | ﹤0.01% | 411 |
|
|
2023
Q1 | $45.5K | Sell |
321
-2
| -0.6% | -$283 | ﹤0.01% | 383 |
|
|
2022
Q4 | $44.1K | Sell |
323
-220
| -41% | -$30K | ﹤0.01% | 384 |
|
|
2022
Q3 | $71K | Buy |
543
+136
| +33% | +$17.8K | 0.01% | 326 |
|
|
2022
Q2 | $63K | Buy |
407
+27
| +7% | +$4.18K | 0.01% | 360 |
|
|
2022
Q1 | $68K | Buy |
380
+50
| +15% | +$8.95K | 0.01% | 362 |
|
|
2021
Q4 | $61K | Buy |
330
+166
| +101% | +$30.7K | 0.01% | 390 |
|
|
2021
Q3 | $29K | Hold |
164
| – | – | ﹤0.01% | 490 |
|
|
2021
Q2 | $29K | Sell |
164
-18
| -10% | -$3.18K | ﹤0.01% | 333 |
|
|
2021
Q1 | $28K | Hold |
182
| – | – | 0.01% | 306 |
|
|
2020
Q4 | $28K | Hold |
182
| – | – | 0.01% | 295 |
|
|
2020
Q3 | $24K | Hold |
182
| – | – | 0.01% | 300 |
|
|
2020
Q2 | $23K | Hold |
182
| – | – | 0.01% | 293 |
|
|
2020
Q1 | $22K | Hold |
182
| – | – | 0.01% | 267 |
|
|
2019
Q4 | $26K | Sell |
182
-10
| -5% | -$1.43K | 0.01% | 285 |
|
|
2019
Q3 | $26K | Hold |
192
| – | – | 0.01% | 282 |
|
|
2019
Q2 | $24K | Hold |
192
| – | – | 0.01% | 288 |
|
|
2019
Q1 | $23K | Sell |
192
-8
| -4% | -$958 | 0.01% | 283 |
|
|
2018
Q4 | $23K | Hold |
200
| – | – | 0.01% | 279 |
|
|
2018
Q3 | $25K | Hold |
200
| – | – | 0.01% | 303 |
|
|
2018
Q2 | $26K | Hold |
200
| – | – | 0.01% | 290 |
|
|
2018
Q1 | $26K | Sell |
200
-10
| -5% | -$1.3K | 0.01% | 293 |
|
|
2017
Q4 | $27K | Hold |
210
| – | – | 0.01% | 296 |
|
|
2017
Q3 | $25K | Hold |
210
| – | – | 0.01% | 294 |
|
|
2017
Q2 | $22K | Hold |
210
| – | – | 0.01% | 292 |
|
|
2017
Q1 | $25K | Hold |
210
| – | – | 0.01% | 284 |
|
|
2016
Q4 | $25K | Hold |
210
| – | – | 0.01% | 284 |
|
|
2016
Q3 | $24K | Sell |
210
-50
| -19% | -$5.71K | 0.01% | 304 |
|
|
2016
Q2 | $26K | Hold |
260
| – | – | 0.01% | 302 |
|
|
2016
Q1 | $28K | Hold |
260
| – | – | 0.01% | 289 |
|
|
2015
Q4 | $32K | Sell |
260
-10
| -4% | -$1.23K | 0.01% | 283 |
|
|
2015
Q3 | $32K | Hold |
270
| – | – | 0.01% | 241 |
|
|
2015
Q2 | $36K | Hold |
270
| – | – | 0.02% | 213 |
|
|
2015
Q1 | $38K | Sell |
270
-240
| -47% | -$33.8K | 0.02% | 208 |
|
|
2014
Q4 | $64K | Sell |
510
-200
| -28% | -$25.1K | 0.01% | 161 |
|
|
2014
Q3 | $83K | Hold |
710
| – | – | 0.01% | 139 |
|
|
2014
Q2 | $85K | Buy |
+710
| New | +$85K | 0.02% | 140 |
|