Naviter Wealth’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Sell |
23,882
-384
| -2% | -$66.1K | 0.51% | 42 |
|
|
2025
Q1 | $4.35M | Buy |
24,266
+2,147
| +10% | +$384K | 0.53% | 45 |
|
|
2024
Q4 | $4.3M | Sell |
22,119
-7,818
| -26% | -$1.52M | 0.52% | 42 |
|
|
2024
Q3 | $5.35M | Buy |
29,937
+2,317
| +8% | +$414K | 0.74% | 31 |
|
|
2024
Q2 | $5.66M | Buy |
27,620
+1,828
| +7% | +$375K | 0.85% | 22 |
|
|
2024
Q1 | $6.49M | Buy |
25,792
+1,915
| +8% | +$482K | 1.06% | 20 |
|
|
2023
Q4 | $4.38M | Buy |
23,877
+4,061
| +20% | +$745K | 0.88% | 27 |
|
|
2023
Q3 | $3.56M | Buy |
19,816
+440
| +2% | +$79.1K | 0.86% | 24 |
|
|
2023
Q2 | $3.11M | Buy |
19,376
+3,974
| +26% | +$639K | 0.79% | 24 |
|
|
2023
Q1 | $2.18M | Buy |
15,402
+638
| +4% | +$90.4K | 0.76% | 25 |
|
|
2022
Q4 | $2.16M | Buy |
14,764
+1,180
| +9% | +$172K | 0.59% | 36 |
|
|
2022
Q3 | $1.77M | Buy |
13,584
+1,314
| +11% | +$171K | 0.72% | 24 |
|
|
2022
Q2 | $1.89M | Buy |
+12,270
| New | +$1.89M | 0.78% | 20 |
|