Lodestone 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 | $436K | Sell |
2,533
-46
| -2% | -$7.92K | 0.21% | 104 |
|
|
2025
Q1 | $455K | Sell |
2,579
-38
| -1% | -$6.71K | 0.24% | 98 |
|
|
2024
Q4 | $509K | Buy |
2,617
+1
| +0% | +$195 | 0.26% | 93 |
|
|
2024
Q3 | $467K | Sell |
2,616
-808
| -24% | -$144K | 0.23% | 92 |
|
|
2024
Q2 | $702K | Buy |
3,424
+162
| +5% | +$33.2K | 0.37% | 69 |
|
|
2024
Q1 | $821K | Sell |
3,262
-16
| -0.5% | -$4.03K | 0.43% | 67 |
|
|
2023
Q4 | $601K | Sell |
3,278
-51
| -2% | -$9.35K | 0.35% | 71 |
|
|
2023
Q3 | $598K | Buy |
3,329
+32
| +1% | +$5.75K | 0.42% | 62 |
|
|
2023
Q2 | $530K | Sell |
3,297
-24
| -0.7% | -$3.86K | 0.36% | 72 |
|
|
2023
Q1 | $471K | Sell |
3,321
-17
| -0.5% | -$2.41K | 0.36% | 70 |
|
|
2022
Q4 | $456K | Buy |
+3,338
| New | +$456K | 0.37% | 70 |
|