LA
Legacy Advisors’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,234
| Closed | -$218K | – | 364 |
|
|
2025
Q1 | $218K | Buy |
1,234
+107
| +9% | +$18.9K | 0.02% | 392 |
|
|
2024
Q4 | $219K | Buy |
+1,127
| New | +$219K | 0.02% | 370 |
|
|
2024
Q3 | – | Sell |
-1,118
| Closed | -$229K | – | 389 |
|
|
2024
Q2 | $229K | Hold |
1,118
| – | – | 0.03% | 293 |
|
|
2024
Q1 | $281K | Hold |
1,118
| – | – | 0.04% | 256 |
|
|
2023
Q4 | $205K | Hold |
1,118
| – | – | 0.03% | 295 |
|
|
2023
Q3 | $201K | Buy |
+1,118
| New | +$201K | 0.03% | 272 |
|
|
2022
Q2 | – | Sell |
-1,118
| Closed | -$202K | – | 232 |
|
|
2022
Q1 | $202K | Buy |
1,118
+20
| +2% | +$3.61K | 0.04% | 208 |
|
|
2021
Q4 | $203K | Buy |
+1,098
| New | +$203K | 0.07% | 128 |
|
|
2019
Q3 | – | Sell |
-1,098
| Closed | -$136K | – | 303 |
|
|
2019
Q2 | $136K | Hold |
1,098
| – | – | 0.09% | 138 |
|
|
2019
Q1 | $130K | Buy |
+1,098
| New | +$130K | 0.04% | 134 |
|
|
2018
Q4 | – | Sell |
-1,098
| Closed | -$137K | – | 365 |
|
|
2018
Q3 | $137K | Hold |
1,098
| – | – | 0.07% | 163 |
|
|
2018
Q2 | $141K | Hold |
1,098
| – | – | 0.11% | 115 |
|
|
2018
Q1 | $141K | Hold |
1,098
| – | – | 0.1% | 102 |
|
|
2017
Q4 | $139K | Hold |
1,098
| – | – | 0.14% | 72 |
|
|
2017
Q3 | $130K | Hold |
1,098
| – | – | 0.14% | 68 |
|
|
2017
Q2 | $115K | Hold |
1,098
| – | – | 0.15% | 70 |
|
|
2017
Q1 | $119K | Hold |
1,098
| – | – | 0.16% | 63 |
|
|
2016
Q4 | $128K | Buy |
+1,098
| New | +$128K | 0.17% | 59 |
|