Optimum 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 Q2	$94.7K	Buy	550 +200	+57%	+$34.5K	0.04%	260
2025 Q1	$61.8K	Buy	350 +100	+40%	+$17.7K	0.03%	309
2024 Q4	$48.7K	Hold	250	–	–	0.02%	343
2024 Q3	$44.6K	Hold	250	–	–	0.02%	366
2024 Q2	$51.2K	Hold	250	–	–	0.02%	355
2024 Q1	$62.9K	Hold	250	–	–	0.03%	333
2023 Q4	$45.8K	Hold	250	–	–	0.02%	362
2023 Q3	$44.9K	Buy	+250	New	+$44.9K	0.02%	373
2023 Q1	–	Sell	-300	Closed	-$41K	–	775
2022 Q4	$41K	Hold	300	–	–	0.02%	406
2022 Q3	$39K	Hold	300	–	–	0.02%	416
2022 Q2	$46K	Hold	300	–	–	0.02%	412
2022 Q1	$54K	Hold	300	–	–	0.02%	416
2021 Q4	$56K	Hold	300	–	–	0.02%	449
2021 Q3	$53K	Hold	300	–	–	0.02%	446
2021 Q2	$52K	Hold	300	–	–	0.02%	501
2021 Q1	$47K	Hold	300	–	–	0.01%	514
2020 Q4	$46K	Hold	300	–	–	0.01%	491
2020 Q3	$40K	Hold	300	–	–	0.01%	481
2020 Q2	$38K	Hold	300	–	–	0.01%	493
2020 Q1	$36K	Hold	300	–	–	0.01%	479
2019 Q4	$42K	Hold	300	–	–	0.01%	547
2019 Q3	$40K	Hold	300	–	–	0.01%	550
2019 Q2	$37K	Hold	300	–	–	0.01%	566
2019 Q1	$35K	Hold	300	–	–	0.01%	592
2018 Q4	$35K	Sell	300 -200	-40%	-$23.3K	0.01%	534
2018 Q3	$62K	Hold	500	–	–	0.02%	497
2018 Q2	$64K	Hold	500	–	–	0.02%	482
2018 Q1	$65K	Buy	+500	New	+$65K	0.02%	489
2015 Q1	$70K	Hold	500	–	–	0.02%	444
2014 Q4	$63K	Hold	500	–	–	0.02%	449
2014 Q3	$59K	Hold	500	–	–	0.02%	441
2014 Q2	$60K	Hold	500	–	–	0.02%	444
2014 Q1	$56K	Hold	500	–	–	0.02%	382
2013 Q4	$61K	Hold	500	–	–	0.02%	369
2013 Q3	$64K	Buy	+500	New	+$64K	0.03%	341