OneDigital 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
Q1 | – | Sell |
-1,297
| Closed | -$252K | – | 1494 |
|
|
2024
Q4 | $252K | Sell |
1,297
-1,121
| -46% | -$218K | ﹤0.01% | 1220 |
|
|
2024
Q3 | $432K | Sell |
2,418
-72
| -3% | -$12.9K | ﹤0.01% | 992 |
|
|
2024
Q2 | $510K | Buy |
2,490
+480
| +24% | +$98.4K | 0.01% | 894 |
|
|
2024
Q1 | $506K | Buy |
+2,010
| New | +$506K | 0.01% | 737 |
|
|
2022
Q3 | – | Sell |
-2,501
| Closed | -$386K | – | 799 |
|
|
2022
Q2 | $386K | Buy |
2,501
+532
| +27% | +$82.1K | 0.02% | 496 |
|
|
2022
Q1 | $355K | Buy |
+1,969
| New | +$355K | 0.01% | 542 |
|
|
2019
Q3 | – | Sell |
-57
| Closed | -$7K | – | 1056 |
|
|
2019
Q2 | $7K | Hold |
57
| – | – | ﹤0.01% | 998 |
|
|
2019
Q1 | $7K | Sell |
57
-30
| -34% | -$3.68K | ﹤0.01% | 954 |
|
|
2018
Q4 | $10K | Buy |
87
+2
| +2% | +$230 | ﹤0.01% | 854 |
|
|
2018
Q3 | $11K | Hold |
85
| – | – | ﹤0.01% | 810 |
|
|
2018
Q2 | $11K | Sell |
85
-10
| -11% | -$1.29K | ﹤0.01% | 1018 |
|
|
2018
Q1 | $12K | Sell |
95
-6
| -6% | -$758 | ﹤0.01% | 992 |
|
|
2017
Q4 | $13K | Hold |
101
| – | – | ﹤0.01% | 922 |
|
|
2017
Q3 | $12K | Hold |
101
| – | – | ﹤0.01% | 790 |
|
|
2017
Q2 | $11K | Buy |
+101
| New | +$11K | ﹤0.01% | 925 |
|