Kingsview Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $259K | Sell |
1,506
-144
| -9% | -$24.8K | ﹤0.01% | 1000 |
|
2025
Q1 | $291K | Sell |
1,650
-76
| -4% | -$13.4K | 0.01% | 908 |
|
2024
Q4 | $336K | Buy |
1,726
+46
| +3% | +$8.95K | 0.01% | 852 |
|
2024
Q3 | $300K | Buy |
1,680
+128
| +8% | +$22.9K | 0.01% | 883 |
|
2024
Q2 | $318K | Sell |
1,552
-603
| -28% | -$124K | 0.01% | 812 |
|
2024
Q1 | $542K | Buy |
2,155
+73
| +4% | +$18.4K | 0.01% | 645 |
|
2023
Q4 | $382K | Sell |
2,082
-209
| -9% | -$38.3K | 0.01% | 701 |
|
2023
Q3 | $412K | Sell |
2,291
-34
| -1% | -$6.11K | 0.01% | 674 |
|
2023
Q2 | $374K | Buy |
+2,325
| New | +$374K | 0.01% | 673 |
|
2022
Q3 | – | Sell |
-1,347
| Closed | -$208K | – | 881 |
|
2022
Q2 | $208K | Buy |
1,347
+73
| +6% | +$11.3K | 0.01% | 755 |
|
2022
Q1 | $230K | Buy |
+1,274
| New | +$230K | 0.01% | 780 |
|