PP
PDS Planning’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Sell |
3,438
-203
| -6% | -$35K | 0.04% | 204 |
|
|
2025
Q1 | $643K | Buy |
3,641
+517
| +17% | +$91.3K | 0.05% | 174 |
|
|
2024
Q4 | $608K | Sell |
3,124
-438
| -12% | -$85.2K | 0.05% | 159 |
|
|
2024
Q3 | $636K | Buy |
3,562
+43
| +1% | +$7.68K | 0.06% | 153 |
|
|
2024
Q2 | $721K | Buy |
3,519
+360
| +11% | +$73.8K | 0.07% | 115 |
|
|
2024
Q1 | $795K | Buy |
3,159
+392
| +14% | +$98.7K | 0.08% | 103 |
|
|
2023
Q4 | $507K | Sell |
2,767
-27
| -1% | -$4.95K | 0.06% | 145 |
|
|
2023
Q3 | $502K | Buy |
2,794
+192
| +7% | +$34.5K | 0.07% | 129 |
|
|
2023
Q2 | $418K | Sell |
2,602
-695
| -21% | -$112K | 0.05% | 157 |
|
|
2023
Q1 | $467K | Buy |
3,297
+1,511
| +85% | +$214K | 0.06% | 129 |
|
|
2022
Q4 | $244K | Buy |
1,786
+53
| +3% | +$7.24K | 0.04% | 169 |
|
|
2022
Q3 | $226K | Sell |
1,733
-186
| -10% | -$24.3K | 0.04% | 164 |
|
|
2022
Q2 | $296K | Buy |
1,919
+206
| +12% | +$31.8K | 0.05% | 143 |
|
|
2022
Q1 | $309K | Buy |
1,713
+48
| +3% | +$8.66K | 0.05% | 142 |
|
|
2021
Q4 | $309K | Buy |
1,665
+42
| +3% | +$7.8K | 0.06% | 134 |
|
|
2021
Q3 | $288K | Buy |
1,623
+30
| +2% | +$5.32K | 0.07% | 136 |
|
|
2021
Q2 | $279K | Sell |
1,593
-631
| -28% | -$111K | 0.07% | 135 |
|
|
2021
Q1 | $347K | Buy |
2,224
+277
| +14% | +$43.2K | 0.1% | 107 |
|
|
2020
Q4 | $301K | Buy |
+1,947
| New | +$301K | 0.1% | 107 |
|