Optimum Investment Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $105K | Hold |
550
| – | – | 0.04% | 256 |
|
|
2025
Q2 | $94.7K | Buy |
550
+200
| +57% | +$36.2K | 0.04% | 260 |
|
|
2025
Q1 | $61.8K | Buy |
350
+100
| +40% | +$18.6K | 0.03% | 310 |
|
|
2024
Q4 | $48.7K | Hold |
250
| – | – | 0.02% | 344 |
|
|
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 | +$42.7K | 0.02% | 373 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$41K | – | 784 |
|
|
2022
Q4 | $41K | Hold |
300
| – | – | 0.02% | 407 |
|
|
2022
Q3 | $39K | Hold |
300
| – | – | 0.02% | 417 |
|
|
2022
Q2 | $46K | Hold |
300
| – | – | 0.02% | 413 |
|
|
2022
Q1 | $54K | Hold |
300
| – | – | 0.02% | 416 |
|
|
2021
Q4 | $56K | Hold |
300
| – | – | 0.02% | 449 |
|
|
2021
Q3 | $53K | Hold |
300
| – | – | 0.02% | 447 |
|
|
2021
Q2 | $52K | Hold |
300
| – | – | 0.02% | 502 |
|
|
2021
Q1 | $47K | Hold |
300
| – | – | 0.01% | 515 |
|
|
2020
Q4 | $46K | Hold |
300
| – | – | 0.01% | 491 |
|
|
2020
Q3 | $40K | Hold |
300
| – | – | 0.01% | 482 |
|
|
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% | -$23.7K | 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 | +$67K | 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 | +$63.6K | 0.03% | 341 |
|
Other funds holding TM
Optimum Investment Advisors's TM Position: Q3 2025 in Review
Optimum Investment Advisors held its Toyota (TM) position steady in Q3 2025 at 550 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #256.
Optimum Investment Advisors first reported a position in TM in Q3 2013 and has held it in 36 quarters since. 625 funds tracked by Wall St. Rank hold TM as of Q3 2025.
- Optimum Investment Advisors held 550 shares of Toyota worth $105K as of Q3 2025.
- Optimum Investment Advisors left its Toyota share count unchanged in Q3 2025.
- Toyota made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #256 holding.
- Optimum Investment Advisors first reported a position in Toyota in Q3 2013 and has held it in 36 quarters since.
- 625 funds tracked by Wall St. Rank held Toyota as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.