Perigon Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
1,174
-92
| -7% | -$15.8K | ﹤0.01% | 1007 |
|
|
2025
Q1 | $224K | Sell |
1,266
-69
| -5% | -$12.2K | 0.01% | 922 |
|
|
2024
Q4 | $242K | Buy |
1,335
+87
| +7% | +$15.8K | 0.01% | 890 |
|
|
2024
Q3 | $223K | Sell |
1,248
-66
| -5% | -$11.8K | 0.01% | 897 |
|
|
2024
Q2 | $269K | Sell |
1,314
-247
| -16% | -$50.6K | 0.01% | 728 |
|
|
2024
Q1 | $393K | Buy |
1,561
+454
| +41% | +$114K | 0.01% | 597 |
|
|
2023
Q4 | $203K | Sell |
1,107
-374
| -25% | -$68.6K | 0.01% | 782 |
|
|
2023
Q3 | $266K | Buy |
+1,481
| New | +$266K | 0.01% | 632 |
|
|
2021
Q1 | – | Sell |
-304
| Closed | -$47K | – | 972 |
|
|
2020
Q4 | $47K | Buy |
+304
| New | +$47K | 0.01% | 753 |
|
|
2017
Q1 | – | Sell |
-648
| Closed | -$73K | – | 705 |
|
|
2016
Q4 | $73K | Hold |
648
| – | – | 0.02% | 319 |
|
|
2016
Q3 | $75K | Buy |
+648
| New | +$75K | 0.02% | 268 |
|