Moneta Group Investment Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
+4,155
| New | +$716K | 0.01% | 362 |
|
|
2024
Q3 | – | Sell |
-1,064
| Closed | -$218K | – | 668 |
|
|
2024
Q2 | $218K | Buy |
+1,064
| New | +$218K | ﹤0.01% | 560 |
|
|
2018
Q3 | – | Sell |
-299
| Closed | -$39K | – | 361 |
|
|
2018
Q2 | $39K | Buy |
299
+298
| +29,800% | +$38.9K | ﹤0.01% | 322 |
|
|
2018
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 707 |
|