Mission 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 | $444K | Sell |
2,579
-65
| -2% | -$11.2K | 0.01% | 476 |
|
|
2025
Q1 | $467K | Buy |
2,644
+6
| +0.2% | +$1.06K | 0.01% | 445 |
|
|
2024
Q4 | $513K | Buy |
2,638
+201
| +8% | +$39.1K | 0.01% | 402 |
|
|
2024
Q3 | $435K | Sell |
2,437
-280
| -10% | -$50K | 0.01% | 442 |
|
|
2024
Q2 | $557K | Buy |
2,717
+454
| +20% | +$93.1K | 0.01% | 365 |
|
|
2024
Q1 | $570K | Buy |
2,263
+224
| +11% | +$56.4K | 0.02% | 386 |
|
|
2023
Q4 | $374K | Sell |
2,039
-120
| -6% | -$22K | 0.01% | 412 |
|
|
2023
Q3 | $388K | Sell |
2,159
-257
| -11% | -$46.2K | 0.01% | 382 |
|
|
2023
Q2 | $388K | Buy |
2,416
+97
| +4% | +$15.6K | 0.01% | 388 |
|
|
2023
Q1 | $329K | Buy |
2,319
+206
| +10% | +$29.2K | 0.01% | 406 |
|
|
2022
Q4 | $289K | Buy |
2,113
+81
| +4% | +$11.1K | 0.01% | 412 |
|
|
2022
Q3 | $265K | Buy |
2,032
+411
| +25% | +$53.6K | 0.01% | 404 |
|
|
2022
Q2 | $250K | Buy |
1,621
+78
| +5% | +$12K | 0.01% | 421 |
|
|
2022
Q1 | $278K | Sell |
1,543
-122
| -7% | -$22K | 0.01% | 420 |
|
|
2021
Q4 | $309K | Buy |
1,665
+414
| +33% | +$76.8K | 0.01% | 407 |
|
|
2021
Q3 | $222K | Buy |
+1,251
| New | +$222K | 0.01% | 450 |
|
|
2018
Q1 | – | Sell |
-1,801
| Closed | -$229K | – | 259 |
|
|
2017
Q4 | $229K | Buy |
+1,801
| New | +$229K | 0.04% | 190 |
|
|
2017
Q2 | – | Sell |
-1,926
| Closed | -$209K | – | 201 |
|
|
2017
Q1 | $209K | Sell |
1,926
-250
| -11% | -$27.1K | 0.04% | 174 |
|
|
2016
Q4 | $255K | Buy |
2,176
+18
| +0.8% | +$2.11K | 0.05% | 144 |
|
|
2016
Q3 | $250K | Sell |
2,158
-15
| -0.7% | -$1.74K | 0.06% | 136 |
|
|
2016
Q2 | $217K | Sell |
2,173
-65
| -3% | -$6.49K | 0.06% | 141 |
|
|
2016
Q1 | $238K | Buy |
2,238
+140
| +7% | +$14.9K | 0.06% | 128 |
|
|
2015
Q4 | $258K | Buy |
2,098
+160
| +8% | +$19.7K | 0.07% | 111 |
|
|
2015
Q3 | $227K | Buy |
1,938
+225
| +13% | +$26.4K | 0.07% | 115 |
|
|
2015
Q2 | $240K | Buy |
+1,713
| New | +$240K | 0.08% | 113 |
|