Physicians Financial Services’s Toyota TM Stock Holding History

Physicians Financial Services’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$826K	Buy	4,797 +100	+2%	+$17.2K	0.25%	64
2025 Q1	$829K	Buy	4,697 +925	+25%	+$163K	0.26%	60
2024 Q4	$734K	Buy	3,772 +50	+1%	+$9.73K	0.22%	69
2024 Q3	$665K	Buy	3,722 +240	+7%	+$42.9K	0.21%	75
2024 Q2	$714K	Hold	3,482	–	–	0.23%	69
2024 Q1	$876K	Sell	3,482 -50	-1%	-$12.6K	0.31%	62
2023 Q4	$648K	Buy	3,532 +50	+1%	+$9.17K	0.25%	69
2023 Q3	$626K	Hold	3,482	–	–	0.26%	68
2023 Q2	$560K	Hold	3,482	–	–	0.22%	76
2023 Q1	$493K	Hold	3,482	–	–	0.21%	80
2022 Q4	$476K	Hold	3,482	–	–	0.21%	81
2022 Q3	$454K	Buy	3,482 +50	+1%	+$6.52K	0.22%	79
2022 Q2	$529K	Hold	3,432	–	–	0.24%	75
2022 Q1	$619K	Hold	3,432	–	–	0.24%	75
2021 Q4	$636K	Hold	3,432	–	–	0.24%	75
2021 Q3	$610K	Hold	3,432	–	–	0.25%	74
2021 Q2	$600K	Hold	3,432	–	–	0.25%	73
2021 Q1	$536K	Buy	3,432 +100	+3%	+$15.6K	0.23%	76
2020 Q4	$515K	Sell	3,332 -100	-3%	-$15.5K	0.25%	73
2020 Q3	$455K	Buy	3,432 +700	+26%	+$92.8K	0.23%	76
2020 Q2	$343K	Sell	2,732 -2,300	-46%	-$289K	0.19%	81
2020 Q1	$604K	Sell	5,032 -200	-4%	-$24K	0.42%	62
2019 Q4	$735K	Sell	5,232 -400	-7%	-$56.2K	0.4%	65
2019 Q3	$757K	Hold	5,632	–	–	0.43%	62
2019 Q2	$698K	Sell	5,632 -66	-1%	-$8.18K	0.41%	62
2019 Q1	$672K	Buy	5,698 +50	+0.9%	+$5.9K	0.42%	66
2018 Q4	$656K	Sell	5,648 -100	-2%	-$11.6K	0.48%	61
2018 Q3	$715K	Hold	5,748	–	–	0.49%	60
2018 Q2	$740K	Sell	5,748 -102	-2%	-$13.1K	0.55%	55
2018 Q1	$757K	Buy	5,850 +650	+13%	+$84.1K	0.6%	54
2017 Q4	$661K	Sell	5,200 -100	-2%	-$12.7K	0.5%	63
2017 Q3	$632K	Sell	5,300 -300	-5%	-$35.8K	0.52%	63
2017 Q2	$588K	Hold	5,600	–	–	0.5%	67
2017 Q1	$608K	Sell	5,600 -750	-12%	-$81.4K	0.52%	62
2016 Q4	$702K	Hold	6,350	–	–	0.58%	56
2016 Q3	$737K	Buy	6,350 +100	+2%	+$11.6K	0.61%	49
2016 Q2	$625K	Hold	6,250	–	–	0.55%	60
2016 Q1	$665K	Sell	6,250 -100	-2%	-$10.6K	0.6%	53
2015 Q4	$781K	Buy	+6,350	New	+$781K	0.72%	44