Perigon Wealth Management’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 | $226K | Buy |
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|
2025
Q2 | $202K | Sell |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $242K | Buy |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $47K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $73K | Hold |
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|
2016
Q3 | $75K | Buy |
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