Montag & Associates’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.5K | Sell |
200
-100
| -33% | -$17.2K | ﹤0.01% | 628 |
|
|
2025
Q1 | $53K | Hold |
300
| – | – | ﹤0.01% | 609 |
|
|
2024
Q4 | $58.4K | Hold |
300
| – | – | ﹤0.01% | 579 |
|
|
2024
Q3 | $53.6K | Hold |
300
| – | – | ﹤0.01% | 604 |
|
|
2024
Q2 | $61.5K | Hold |
300
| – | – | ﹤0.01% | 550 |
|
|
2024
Q1 | $75.5K | Sell |
300
-25
| -8% | -$6.29K | ﹤0.01% | 533 |
|
|
2023
Q4 | $59.6K | Hold |
325
| – | – | ﹤0.01% | 544 |
|
|
2023
Q3 | $58.4K | Hold |
325
| – | – | ﹤0.01% | 521 |
|
|
2023
Q2 | $52.2K | Hold |
325
| – | – | ﹤0.01% | 557 |
|
|
2023
Q1 | $46.1K | Hold |
325
| – | – | ﹤0.01% | 563 |
|
|
2022
Q4 | $44.4K | Hold |
325
| – | – | ﹤0.01% | 563 |
|
|
2022
Q3 | $42K | Hold |
325
| – | – | ﹤0.01% | 572 |
|
|
2022
Q2 | $50K | Buy |
325
+125
| +63% | +$19.2K | ﹤0.01% | 528 |
|
|
2022
Q1 | $36K | Hold |
200
| – | – | ﹤0.01% | 608 |
|
|
2021
Q4 | $37K | Hold |
200
| – | – | ﹤0.01% | 609 |
|
|
2021
Q3 | $36K | Hold |
200
| – | – | ﹤0.01% | 603 |
|
|
2021
Q2 | $35K | Hold |
200
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $31K | Hold |
200
| – | – | ﹤0.01% | 618 |
|
|
2020
Q4 | $31K | Buy |
+200
| New | +$31K | ﹤0.01% | 591 |
|