Kestra Private Wealth Services’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 | $275K | Buy |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | $207K | Sell |
|
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $550K | Sell |
|
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $310K | Buy |
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|
2023
Q1 | $223K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $225K | Buy |
|