Moran Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
17,897
+1,113
| +7% | +$192K | 0.1% | 247 |
|
|
2025
Q1 | $2.96M | Sell |
16,784
-217
| -1% | -$38.3K | 0.1% | 238 |
|
|
2024
Q4 | $3.31M | Sell |
17,001
-10,432
| -38% | -$2.03M | 0.11% | 217 |
|
|
2024
Q3 | $4.9M | Buy |
27,433
+10,545
| +62% | +$1.88M | 0.15% | 171 |
|
|
2024
Q2 | $3.46M | Buy |
16,888
+493
| +3% | +$101K | 0.11% | 203 |
|
|
2024
Q1 | $4.13M | Sell |
16,395
-3,113
| -16% | -$783K | 0.13% | 191 |
|
|
2023
Q4 | $3.58M | Buy |
+19,508
| New | +$3.58M | 0.13% | 196 |
|