Orion Portfolio Solutions’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $3.15M | Buy |
17,862
+992
| +6% | +$175K | 0.03% | 509 |
|
2024
Q4 | $3.28M | Buy |
16,870
+1,341
| +9% | +$261K | 0.03% | 469 |
|
2024
Q3 | $2.77M | Buy |
15,529
+393
| +3% | +$70.2K | 0.03% | 535 |
|
2024
Q2 | $3.1M | Sell |
15,136
-51
| -0.3% | -$10.5K | 0.03% | 465 |
|
2024
Q1 | $3.82M | Buy |
15,187
+1,824
| +14% | +$459K | 0.04% | 397 |
|
2023
Q4 | $2.51M | Sell |
13,363
-724
| -5% | -$136K | 0.03% | 532 |
|
2023
Q3 | $2.53M | Buy |
14,087
+3,083
| +28% | +$554K | 0.03% | 513 |
|
2023
Q2 | $1.77M | Buy |
11,004
+223
| +2% | +$35.8K | 0.02% | 714 |
|
2023
Q1 | $1.53M | Buy |
+10,781
| New | +$1.53M | 0.02% | 700 |
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 2463 |
|
2020
Q1 | $0 | Sell |
4
-53
| -93% | – | ﹤0.01% | 2301 |
|
2019
Q4 | $8K | Buy |
+57
| New | +$8K | ﹤0.01% | 1108 |
|