Mark Sheptoff Financial Planning’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-36
| Closed | -$6.2K | – | 572 |
|
|
2025
Q4 | $6.2K | Hold |
36
| – | – | ﹤0.01% | 401 |
|
|
2025
Q3 | $6.2K | Hold |
36
| – | – | ﹤0.01% | 390 |
|
|
2025
Q2 | $6.2K | Hold |
36
| – | – | ﹤0.01% | 383 |
|
|
2025
Q1 | $6.56K | Hold |
36
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $6.56K | Hold |
36
| – | – | ﹤0.01% | 344 |
|
|
2024
Q3 | $6.56K | Hold |
36
| – | – | ﹤0.01% | 347 |
|
|
2024
Q2 | $6.56K | Hold |
36
| – | – | ﹤0.01% | 350 |
|
|
2024
Q1 | $6.56K | Hold |
36
| – | – | ﹤0.01% | 318 |
|
|
2023
Q4 | $6.56K | Hold |
36
| – | – | ﹤0.01% | 313 |
|
|
2023
Q3 | $6.56K | Hold |
36
| – | – | ﹤0.01% | 295 |
|
|
2023
Q2 | $6.56K | Hold |
36
| – | – | ﹤0.01% | 301 |
|
|
2023
Q1 | $6.56K | Hold |
36
| – | – | ﹤0.01% | 292 |
|
|
2022
Q4 | $6.56K | Hold |
36
| – | – | ﹤0.01% | 297 |
|
|
2022
Q3 | $7K | Hold |
36
| – | – | ﹤0.01% | 276 |
|
|
2022
Q2 | $7K | Hold |
36
| – | – | ﹤0.01% | 285 |
|
|
2022
Q1 | $7K | Hold |
36
| – | – | ﹤0.01% | 328 |
|
|
2021
Q4 | $7K | Hold |
36
| – | – | ﹤0.01% | 349 |
|
|
2021
Q3 | $7K | Hold |
36
| – | – | ﹤0.01% | 333 |
|
|
2021
Q2 | $6K | Hold |
36
| – | – | ﹤0.01% | 360 |
|
|
2021
Q1 | $6K | Buy |
+36
| New | +$5.45K | ﹤0.01% | 315 |
|
|
2017
Q1 | – | Sell |
-150
| Closed | -$18K | – | 372 |
|
|
2016
Q4 | $18K | Hold |
150
| – | – | 0.01% | 227 |
|
|
2016
Q3 | $17K | Hold |
150
| – | – | 0.01% | 231 |
|
|
2016
Q2 | $15K | Hold |
150
| – | – | 0.01% | 230 |
|
|
2016
Q1 | $16K | Hold |
150
| – | – | 0.01% | 224 |
|
|
2015
Q4 | $18K | Sell |
150
-47
| -24% | -$5.81K | 0.01% | 231 |
|
|
2015
Q3 | $23K | Buy |
197
+47
| +31% | +$5.89K | 0.02% | 203 |
|
|
2015
Q2 | $20K | Hold |
150
| – | – | 0.02% | 225 |
|
|
2015
Q1 | $21K | Hold |
150
| – | – | 0.02% | 216 |
|
|
2014
Q4 | $19K | Hold |
150
| – | – | 0.02% | 222 |
|
|
2014
Q3 | $18K | Hold |
150
| – | – | 0.02% | 234 |
|
|
2014
Q2 | $18K | Hold |
150
| – | – | 0.02% | 236 |
|
|
2014
Q1 | $17K | Buy |
+150
| New | +$17.3K | 0.02% | 247 |
|
Other funds holding TM
Mark Sheptoff Financial Planning's TM Position: Q1 2026 in Review
Mark Sheptoff Financial Planning sold out of Toyota (TM) in Q1 2026, closing a stake of 36 shares — an estimated $6.2K sold.
Mark Sheptoff Financial Planning first reported a position in TM in Q1 2014 and held it in 32 quarters. The position peaked at $23K in Q3 2015. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.
- Mark Sheptoff Financial Planning reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 36 Toyota shares in Q1 2026, an estimated $6.2K.
- Mark Sheptoff Financial Planning first reported a position in Toyota in Q1 2014 and held it in 32 quarters.
- Mark Sheptoff Financial Planning's Toyota position peaked at $23K in Q3 2015.
- 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.