KCM Investment Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,086
| Closed | -$211K | – | 379 |
|
|
2024
Q4 | $211K | Buy |
+1,086
| New | +$211K | 0.01% | 353 |
|
|
2024
Q3 | – | Sell |
-1,316
| Closed | -$270K | – | 380 |
|
|
2024
Q2 | $270K | Hold |
1,316
| – | – | 0.01% | 323 |
|
|
2024
Q1 | $331K | Hold |
1,316
| – | – | 0.01% | 310 |
|
|
2023
Q4 | $241K | Sell |
1,316
-50
| -4% | -$9.17K | 0.01% | 340 |
|
|
2023
Q3 | $246K | Sell |
1,366
-12
| -0.9% | -$2.16K | 0.01% | 337 |
|
|
2023
Q2 | $222K | Buy |
+1,378
| New | +$222K | 0.01% | 367 |
|
|
2022
Q4 | – | Sell |
-1,721
| Closed | -$224K | – | 396 |
|
|
2022
Q3 | $224K | Hold |
1,721
| – | – | 0.01% | 351 |
|
|
2022
Q2 | $265K | Sell |
1,721
-900
| -34% | -$139K | 0.01% | 349 |
|
|
2022
Q1 | $472K | Buy |
2,621
+1,150
| +78% | +$207K | 0.02% | 293 |
|
|
2021
Q4 | $273K | Hold |
1,471
| – | – | 0.01% | 360 |
|
|
2021
Q3 | $261K | Hold |
1,471
| – | – | 0.01% | 345 |
|
|
2021
Q2 | $257K | Hold |
1,471
| – | – | 0.01% | 344 |
|
|
2021
Q1 | $230K | Buy |
1,471
+25
| +2% | +$3.91K | 0.01% | 348 |
|
|
2020
Q4 | $224K | Sell |
1,446
-300
| -17% | -$46.5K | 0.01% | 331 |
|
|
2020
Q3 | $231K | Buy |
+1,746
| New | +$231K | 0.01% | 292 |
|
|
2020
Q2 | – | Sell |
-11,376
| Closed | -$1.37M | – | 347 |
|
|
2020
Q1 | $1.37M | Buy |
11,376
+1,679
| +17% | +$201K | 0.09% | 135 |
|
|
2019
Q4 | $1.36M | Buy |
9,697
+1,808
| +23% | +$254K | 0.07% | 157 |
|
|
2019
Q3 | $1.06M | Buy |
7,889
+1,783
| +29% | +$240K | 0.06% | 171 |
|
|
2019
Q2 | $757K | Buy |
6,106
+552
| +10% | +$68.4K | 0.05% | 197 |
|
|
2019
Q1 | $655K | Buy |
5,554
+1,367
| +33% | +$161K | 0.04% | 201 |
|
|
2018
Q4 | $486K | Sell |
4,187
-384
| -8% | -$44.6K | 0.03% | 335 |
|
|
2018
Q3 | $568K | Sell |
4,571
-1,043
| -19% | -$130K | 0.03% | 331 |
|
|
2018
Q2 | $723K | Sell |
5,614
-1,953
| -26% | -$252K | 0.04% | 283 |
|
|
2018
Q1 | $987K | Sell |
7,567
-5,268
| -41% | -$687K | 0.06% | 254 |
|
|
2017
Q4 | $1.63M | Buy |
12,835
+105
| +0.8% | +$13.4K | 0.1% | 200 |
|
|
2017
Q3 | $1.52M | Sell |
12,730
-3,240
| -20% | -$386K | 0.09% | 206 |
|
|
2017
Q2 | $1.68M | Sell |
15,970
-1,300
| -8% | -$137K | 0.11% | 200 |
|
|
2017
Q1 | $1.88M | Sell |
17,270
-800
| -4% | -$86.9K | 0.12% | 187 |
|
|
2016
Q4 | $2.12M | Sell |
18,070
-180
| -1% | -$21.1K | 0.14% | 166 |
|
|
2016
Q3 | $2.12M | Sell |
18,250
-575
| -3% | -$66.7K | 0.15% | 166 |
|
|
2016
Q2 | $1.88M | Buy |
18,825
+1,087
| +6% | +$109K | 0.13% | 181 |
|
|
2016
Q1 | $1.89M | Buy |
17,738
+462
| +3% | +$49.1K | 0.14% | 173 |
|
|
2015
Q4 | $2.13M | Sell |
17,276
-530
| -3% | -$65.2K | 0.17% | 158 |
|
|
2015
Q3 | $2.09M | Sell |
17,806
-1,379
| -7% | -$162K | 0.17% | 160 |
|
|
2015
Q2 | $2.57M | Sell |
19,185
-210
| -1% | -$28.1K | 0.2% | 137 |
|
|
2015
Q1 | $2.71M | Buy |
19,395
+135
| +0.7% | +$18.9K | 0.22% | 124 |
|
|
2014
Q4 | $2.42M | Buy |
19,260
+2,795
| +17% | +$351K | 0.2% | 133 |
|
|
2014
Q3 | $1.94M | Buy |
16,465
+720
| +5% | +$84.6K | 0.18% | 154 |
|
|
2014
Q2 | $1.88M | Buy |
15,745
+1,750
| +13% | +$209K | 0.18% | 157 |
|
|
2014
Q1 | $1.58M | Buy |
13,995
+36
| +0.3% | +$4.06K | 0.16% | 165 |
|
|
2013
Q4 | $1.7M | Sell |
13,959
-400
| -3% | -$48.8K | 0.19% | 147 |
|
|
2013
Q3 | $1.84M | Sell |
14,359
-1,041
| -7% | -$133K | 0.22% | 133 |
|
|
2013
Q2 | $1.86M | Buy |
+15,400
| New | +$1.86M | 0.22% | 129 |
|