Loring Wolcott & Coolidge Fiduciary Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-125
| Closed | -$21.3K | – | 580 |
|
|
2024
Q3 | $21.3K | Hold |
125
| – | – | ﹤0.01% | 451 |
|
|
2024
Q2 | $25.8K | Hold |
125
| – | – | ﹤0.01% | 435 |
|
|
2024
Q1 | $28.8K | Sell |
125
-115
| -48% | -$25.5K | ﹤0.01% | 435 |
|
|
2023
Q4 | $47.9K | Sell |
240
-160
| -40% | -$29.2K | ﹤0.01% | 405 |
|
|
2023
Q3 | $74.6K | Buy |
+400
| New | +$68.3K | ﹤0.01% | 386 |
|
|
2021
Q3 | – | Sell |
-146
| Closed | -$26K | – | 924 |
|
|
2021
Q2 | $26K | Buy |
+146
| New | +$24K | ﹤0.01% | 519 |
|
|
2020
Q3 | – | Sell |
-290
| Closed | -$36K | – | 612 |
|
|
2020
Q2 | $36K | Hold |
290
| – | – | ﹤0.01% | 405 |
|
|
2020
Q1 | $35K | Hold |
290
| – | – | ﹤0.01% | 409 |
|
|
2019
Q4 | $41K | Hold |
290
| – | – | ﹤0.01% | 437 |
|
|
2019
Q3 | $39K | Hold |
290
| – | – | ﹤0.01% | 430 |
|
|
2019
Q2 | $36K | Hold |
290
| – | – | ﹤0.01% | 438 |
|
|
2019
Q1 | $34K | Sell |
290
-350
| -55% | -$42.3K | ﹤0.01% | 447 |
|
|
2018
Q4 | $74K | Buy |
640
+350
| +121% | +$41.5K | ﹤0.01% | 360 |
|
|
2018
Q3 | $36K | Hold |
290
| – | – | ﹤0.01% | 451 |
|
|
2018
Q2 | $37K | Hold |
290
| – | – | ﹤0.01% | 458 |
|
|
2018
Q1 | $38K | Hold |
290
| – | – | ﹤0.01% | 473 |
|
|
2017
Q4 | $37K | Hold |
290
| – | – | ﹤0.01% | 468 |
|
|
2017
Q3 | $35K | Hold |
290
| – | – | ﹤0.01% | 460 |
|
|
2017
Q2 | $33K | Hold |
290
| – | – | ﹤0.01% | 452 |
|
|
2017
Q1 | $32K | Hold |
290
| – | – | ﹤0.01% | 454 |
|
|
2016
Q4 | $34K | Hold |
290
| – | – | ﹤0.01% | 428 |
|
|
2016
Q3 | $34K | Hold |
290
| – | – | ﹤0.01% | 438 |
|
|
2016
Q2 | $29K | Hold |
290
| – | – | ﹤0.01% | 453 |
|
|
2016
Q1 | $31K | Hold |
290
| – | – | ﹤0.01% | 445 |
|
|
2015
Q4 | $36K | Hold |
290
| – | – | ﹤0.01% | 458 |
|
|
2015
Q3 | $39K | Hold |
290
| – | – | ﹤0.01% | 443 |
|
|
2015
Q2 | $39K | Hold |
290
| – | – | ﹤0.01% | 443 |
|
|
2015
Q1 | $41K | Hold |
290
| – | – | ﹤0.01% | 454 |
|
|
2014
Q4 | $36K | Hold |
290
| – | – | ﹤0.01% | 469 |
|
|
2014
Q3 | $34K | Sell |
290
-54
| -16% | -$6.36K | ﹤0.01% | 450 |
|
|
2014
Q2 | $41K | Hold |
344
| – | – | ﹤0.01% | 451 |
|
|
2014
Q1 | $39K | Buy |
344
+54
| +19% | +$6.23K | ﹤0.01% | 435 |
|
|
2013
Q4 | $35K | Hold |
290
| – | – | ﹤0.01% | 424 |
|
|
2013
Q3 | $37K | Hold |
290
| – | – | ﹤0.01% | 391 |
|
|
2013
Q2 | $35K | Buy |
+290
| New | +$33.9K | ﹤0.01% | 428 |
|
Other funds holding TM
SC
Loring Wolcott & Coolidge Fiduciary Advisors's TM Position: Q4 2024 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of Toyota (TM) in Q4 2024, closing a stake of 125 shares — an estimated $21.3K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TM in Q2 2013 and held it in 35 quarters. The position peaked at $74.6K in Q3 2023. 608 funds tracked by Wall St. Rank hold TM as of Q4 2024.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Toyota position as of Q4 2024 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 125 Toyota shares in Q4 2024, an estimated $21.3K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Toyota in Q2 2013 and held it in 35 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's Toyota position peaked at $74.6K in Q3 2023.
- 608 funds tracked by Wall St. Rank held Toyota as of Q4 2024.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.