Montag & Associates’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41.7K | Buy |
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|
2025
Q2 | $34.5K | Sell |
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|
2025
Q1 | $53K | Hold |
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|
2024
Q4 | $58.4K | Hold |
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|
2024
Q3 | $53.6K | Hold |
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|
2024
Q2 | $61.5K | Hold |
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|
2024
Q1 | $75.5K | Sell |
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|
2023
Q4 | $59.6K | Hold |
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|
2023
Q3 | $58.4K | Hold |
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|
2023
Q2 | $52.2K | Hold |
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|
2023
Q1 | $46K | Hold |
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|
2022
Q4 | $44.4K | Hold |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $50K | Buy |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $36K | Hold |
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|
2021
Q2 | $35K | Hold |
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|
2021
Q1 | $31K | Hold |
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|
2020
Q4 | $31K | Buy |
|