Kerntke Otto McGlone Wealth Management Group’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $273K | Sell |
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|
2025
Q2 | $270K | Buy |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $315K | Buy |
|
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|
2024
Q3 | $270K | Sell |
|
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|
2024
Q2 | $359K | Sell |
|
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $363K | Buy |
|
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|
2023
Q3 | $354K | Hold |
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|
2023
Q2 | $316K | Buy |
|
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|
2023
Q1 | $278K | Buy |
|
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $398K | Sell |
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|
2021
Q3 | $489K | Sell |
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|
2021
Q2 | $495K | Sell |
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|
2021
Q1 | $452K | Sell |
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|
2020
Q4 | $465K | Buy |
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|
2020
Q3 | $391K | Buy |
|
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|
2020
Q2 | $363K | Buy |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $385K | Buy |
|