Kerntke Otto McGlone Wealth Management Group’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
1,566
+9
| +0.6% | +$1.55K | 0.21% | 70 |
|
|
2025
Q1 | $275K | Sell |
1,557
-61
| -4% | -$10.8K | 0.24% | 64 |
|
|
2024
Q4 | $315K | Buy |
1,618
+109
| +7% | +$21.2K | 0.23% | 58 |
|
|
2024
Q3 | $270K | Sell |
1,509
-242
| -14% | -$43.2K | 0.22% | 65 |
|
|
2024
Q2 | $359K | Sell |
1,751
-127
| -7% | -$26K | 0.34% | 48 |
|
|
2024
Q1 | $473K | Sell |
1,878
-99
| -5% | -$24.9K | 0.47% | 36 |
|
|
2023
Q4 | $363K | Buy |
1,977
+9
| +0.5% | +$1.65K | 0.36% | 44 |
|
|
2023
Q3 | $354K | Hold |
1,968
| – | – | 0.36% | 44 |
|
|
2023
Q2 | $316K | Buy |
1,968
+9
| +0.5% | +$1.45K | 0.31% | 48 |
|
|
2023
Q1 | $278K | Buy |
1,959
+120
| +7% | +$17K | 0.29% | 51 |
|
|
2022
Q4 | $251K | Buy |
1,839
+19
| +1% | +$2.59K | 0.29% | 50 |
|
|
2022
Q3 | $237K | Hold |
1,820
| – | – | 0.36% | 46 |
|
|
2022
Q2 | $281K | Buy |
1,820
+14
| +0.8% | +$2.16K | 0.42% | 43 |
|
|
2022
Q1 | $326K | Sell |
1,806
-340
| -16% | -$61.4K | 0.75% | 24 |
|
|
2021
Q4 | $398K | Sell |
2,146
-603
| -22% | -$112K | 0.48% | 39 |
|
|
2021
Q3 | $489K | Sell |
2,749
-82
| -3% | -$14.6K | 1.46% | 18 |
|
|
2021
Q2 | $495K | Sell |
2,831
-64
| -2% | -$11.2K | 0.2% | 81 |
|
|
2021
Q1 | $452K | Sell |
2,895
-113
| -4% | -$17.6K | 0.24% | 85 |
|
|
2020
Q4 | $465K | Buy |
3,008
+56
| +2% | +$8.66K | 0.27% | 75 |
|
|
2020
Q3 | $391K | Buy |
2,952
+60
| +2% | +$7.95K | 0.29% | 71 |
|
|
2020
Q2 | $363K | Buy |
2,892
+258
| +10% | +$32.4K | 0.33% | 64 |
|
|
2020
Q1 | $316K | Sell |
2,634
-103
| -4% | -$12.4K | 0.35% | 59 |
|
|
2019
Q4 | $385K | Buy |
+2,737
| New | +$385K | 0.33% | 65 |
|