LWAM
Legacy Wealth Asset Management’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
7,212
-3,684
| -34% | -$635K | 0.32% | 83 |
|
|
2025
Q1 | $1.92M | Buy |
10,896
+144
| +1% | +$25.4K | 0.53% | 41 |
|
|
2024
Q4 | $2.09M | Sell |
10,752
-189
| -2% | -$36.8K | 0.57% | 35 |
|
|
2024
Q3 | $1.95M | Buy |
10,941
+217
| +2% | +$38.8K | 0.52% | 47 |
|
|
2024
Q2 | $2.2M | Sell |
10,724
-746
| -7% | -$153K | 0.62% | 31 |
|
|
2024
Q1 | $2.89M | Sell |
11,470
-701
| -6% | -$176K | 0.8% | 15 |
|
|
2023
Q4 | $2.23M | Buy |
12,171
+237
| +2% | +$43.5K | 0.73% | 18 |
|
|
2023
Q3 | $2.15M | Sell |
11,934
-2,091
| -15% | -$376K | 0.79% | 15 |
|
|
2023
Q2 | $2.25M | Sell |
14,025
-146
| -1% | -$23.5K | 0.79% | 19 |
|
|
2023
Q1 | $2.01M | Buy |
14,171
+136
| +1% | +$19.3K | 0.72% | 22 |
|
|
2022
Q4 | $1.92M | Buy |
14,035
+1,498
| +12% | +$205K | 0.73% | 25 |
|
|
2022
Q3 | $1.63M | Buy |
+12,537
| New | +$1.63M | 0.71% | 23 |
|