MWM
Modern Wealth Management’s Toro Company TTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,186
| Closed | -$1.91M | – | 803 |
|
|
2025
Q1 | $1.91M | Buy |
26,186
+1,442
| +6% | +$105K | 0.06% | 213 |
|
|
2024
Q4 | $1.98M | Buy |
24,744
+790
| +3% | +$63.3K | 0.07% | 181 |
|
|
2024
Q3 | $2.08M | Buy |
23,954
+75
| +0.3% | +$6.51K | 0.13% | 109 |
|
|
2024
Q2 | $2.23M | Sell |
23,879
-8
| -0% | -$748 | 0.16% | 83 |
|
|
2024
Q1 | $2.19M | Buy |
+23,887
| New | +$2.19M | 0.2% | 67 |
|