KJWM
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Kiley Juergens Wealth Management’s Toyota TM Stock Holding History

Kiley Juergens Wealth Management’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,203
Closed -$1.93M – 81
2025
Q2 		$1.93M Buy
+11,203
New +$2.03M 0.45% 41
2018
Q4 		– Sell
-1,449
Closed -$180K – 583
2018
Q3 		$180K Buy
1,449
+478
+49% +$60.4K 0.13% 108
2018
Q2 		$125K Buy
+971
New +$128K 0.11% 115
2018
Q1 		– Sell
-762
Closed -$96K – 546
2017
Q4 		$96K Buy
+762
New +$95K 0.09% 134

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CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return