Mitchell & Pahl Private Wealth’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
5,867
+193
| +3% | +$33.2K | 0.45% | 79 |
|
|
2025
Q1 | $1M | Sell |
5,674
-66
| -1% | -$11.7K | 0.47% | 76 |
|
|
2024
Q4 | $1.12M | Buy |
5,740
+283
| +5% | +$55.1K | 0.52% | 70 |
|
|
2024
Q3 | $974K | Buy |
5,457
+264
| +5% | +$47.1K | 0.45% | 83 |
|
|
2024
Q2 | $1.06M | Buy |
5,193
+33
| +0.6% | +$6.76K | 0.56% | 67 |
|
|
2024
Q1 | $1.3M | Buy |
5,160
+9
| +0.2% | +$2.27K | 0.68% | 54 |
|
|
2023
Q4 | $945K | Sell |
5,151
-32
| -0.6% | -$5.87K | 0.54% | 69 |
|
|
2023
Q3 | $932K | Buy |
5,183
+355
| +7% | +$63.8K | 0.55% | 61 |
|
|
2023
Q2 | $776K | Buy |
4,828
+277
| +6% | +$44.5K | 0.47% | 80 |
|
|
2023
Q1 | $645K | Buy |
4,551
+24
| +0.5% | +$3.4K | 0.4% | 90 |
|
|
2022
Q4 | $618K | Buy |
4,527
+68
| +2% | +$9.29K | 0.41% | 89 |
|
|
2022
Q3 | $581K | Buy |
4,459
+436
| +11% | +$56.8K | 0.43% | 84 |
|
|
2022
Q2 | $620K | Buy |
4,023
+1,563
| +64% | +$241K | 0.43% | 86 |
|
|
2022
Q1 | $443K | Sell |
2,460
-18
| -0.7% | -$3.24K | 0.28% | 108 |
|
|
2021
Q4 | $459K | Sell |
2,478
-10
| -0.4% | -$1.85K | 0.29% | 105 |
|
|
2021
Q3 | $442K | Sell |
2,488
-3
| -0.1% | -$533 | 0.32% | 95 |
|
|
2021
Q2 | $435K | Sell |
2,491
-2
| -0.1% | -$349 | 0.31% | 101 |
|
|
2021
Q1 | $389K | Sell |
2,493
-66
| -3% | -$10.3K | 0.3% | 106 |
|
|
2020
Q4 | $396K | Buy |
+2,559
| New | +$396K | 0.33% | 90 |
|