MAM
McLean Asset Management’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,503
| Closed | -$239K | – | 166 |
|
|
2025
Q1 | $239K | Sell |
1,503
-23
| -2% | -$3.66K | 0.08% | 133 |
|
|
2024
Q4 | $297K | Sell |
1,526
-6
| -0.4% | -$1.17K | 0.09% | 117 |
|
|
2024
Q3 | $276K | Buy |
1,532
+34
| +2% | +$6.12K | 0.08% | 125 |
|
|
2024
Q2 | $308K | Buy |
1,498
+23
| +2% | +$4.74K | 0.1% | 102 |
|
|
2024
Q1 | $364K | Hold |
1,475
| – | – | 0.12% | 89 |
|
|
2023
Q4 | $276K | Hold |
1,475
| – | – | 0.1% | 108 |
|
|
2023
Q3 | $261K | Hold |
1,475
| – | – | 0.11% | 103 |
|
|
2023
Q2 | $237K | Hold |
1,475
| – | – | 0.09% | 112 |
|
|
2023
Q1 | $209K | Hold |
1,475
| – | – | 0.09% | 125 |
|
|
2022
Q4 | $201K | Sell |
1,475
-14
| -0.9% | -$1.91K | 0.07% | 133 |
|
|
2022
Q3 | $202K | Hold |
1,489
| – | – | 0.08% | 127 |
|
|
2022
Q2 | $228K | Hold |
1,489
| – | – | 0.09% | 109 |
|
|
2022
Q1 | $268K | Hold |
1,489
| – | – | 0.2% | 91 |
|
|
2021
Q4 | $308K | Hold |
1,489
| – | – | 0.12% | 93 |
|
|
2021
Q3 | $258K | Buy |
1,489
+105
| +8% | +$18.2K | 0.1% | 106 |
|
|
2021
Q2 | $247K | Hold |
1,384
| – | – | 0.11% | 94 |
|
|
2021
Q1 | $211K | Hold |
1,384
| – | – | 0.17% | 98 |
|
|
2020
Q4 | $214K | Buy |
+1,384
| New | +$214K | 0.19% | 87 |
|