Lee, Danner & Bass’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Hold |
2,517
| – | – | 0.03% | 177 |
|
|
2025
Q1 | $444K | Hold |
2,517
| – | – | 0.04% | 174 |
|
|
2024
Q4 | $490K | Hold |
2,517
| – | – | 0.04% | 171 |
|
|
2024
Q3 | $449K | Hold |
2,517
| – | – | 0.03% | 173 |
|
|
2024
Q2 | $516K | Buy |
+2,517
| New | +$516K | 0.04% | 164 |
|
|
2023
Q4 | $462K | Hold |
2,517
| – | – | 0.04% | 160 |
|
|
2023
Q3 | $452K | Hold |
2,517
| – | – | 0.04% | 160 |
|
|
2023
Q2 | $405K | Buy |
2,517
+17
| +0.7% | +$2.74K | 0.03% | 165 |
|
|
2023
Q1 | $354K | Hold |
2,500
| – | – | 0.03% | 170 |
|
|
2022
Q4 | $341K | Hold |
2,500
| – | – | 0.03% | 167 |
|
|
2022
Q3 | $326K | Hold |
2,500
| – | – | 0.03% | 167 |
|
|
2022
Q2 | $385K | Hold |
2,500
| – | – | 0.04% | 159 |
|
|
2022
Q1 | $451K | Hold |
2,500
| – | – | 0.04% | 158 |
|
|
2021
Q4 | $463K | Hold |
2,500
| – | – | 0.04% | 155 |
|
|
2021
Q3 | $444K | Hold |
2,500
| – | – | 0.04% | 156 |
|
|
2021
Q2 | $437K | Hold |
2,500
| – | – | 0.04% | 156 |
|
|
2021
Q1 | $390K | Hold |
2,500
| – | – | 0.04% | 157 |
|
|
2020
Q4 | $386K | Hold |
2,500
| – | – | 0.04% | 154 |
|
|
2020
Q3 | $331K | Hold |
2,500
| – | – | 0.04% | 153 |
|
|
2020
Q2 | $314K | Hold |
2,500
| – | – | 0.04% | 151 |
|
|
2020
Q1 | $300K | Buy |
+2,500
| New | +$300K | 0.04% | 147 |
|