Pinnacle Wealth Planning Services’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
1,782
+474
| +36% | +$81.7K | 0.04% | 289 |
|
|
2025
Q1 | $231K | Buy |
1,308
+130
| +11% | +$22.9K | 0.03% | 322 |
|
|
2024
Q4 | $229K | Sell |
1,178
-924
| -44% | -$180K | 0.03% | 326 |
|
|
2024
Q3 | $375K | Sell |
2,102
-257
| -11% | -$45.9K | 0.05% | 245 |
|
|
2024
Q2 | $484K | Sell |
2,359
-85
| -3% | -$17.4K | 0.07% | 186 |
|
|
2024
Q1 | $615K | Buy |
2,444
+640
| +35% | +$161K | 0.09% | 148 |
|
|
2023
Q4 | $331K | Sell |
1,804
-226
| -11% | -$41.4K | 0.05% | 246 |
|
|
2023
Q3 | $365K | Buy |
2,030
+765
| +60% | +$138K | 0.06% | 212 |
|
|
2023
Q2 | $203K | Buy |
+1,265
| New | +$203K | 0.03% | 384 |
|
|
2023
Q1 | – | Sell |
-1,564
| Closed | -$214K | – | 498 |
|
|
2022
Q4 | $214K | Sell |
1,564
-1
| -0.1% | -$137 | 0.04% | 349 |
|
|
2022
Q3 | $204K | Sell |
1,565
-1,442
| -48% | -$188K | 0.04% | 329 |
|
|
2022
Q2 | $464K | Buy |
3,007
+953
| +46% | +$147K | 0.08% | 169 |
|
|
2022
Q1 | $370K | Sell |
2,054
-45
| -2% | -$8.11K | 0.07% | 225 |
|
|
2021
Q4 | $389K | Buy |
2,099
+457
| +28% | +$84.7K | 0.08% | 210 |
|
|
2021
Q3 | $292K | Buy |
1,642
+67
| +4% | +$11.9K | 0.06% | 245 |
|
|
2021
Q2 | $275K | Buy |
1,575
+65
| +4% | +$11.3K | 0.06% | 245 |
|
|
2021
Q1 | $236K | Buy |
1,510
+211
| +16% | +$33K | 0.06% | 261 |
|
|
2020
Q4 | $201K | Buy |
+1,299
| New | +$201K | 0.05% | 278 |
|
|
2020
Q2 | – | Sell |
-2,302
| Closed | -$276K | – | 285 |
|
|
2020
Q1 | $276K | Buy |
2,302
+820
| +55% | +$98.3K | 0.13% | 146 |
|
|
2019
Q4 | $208K | Buy |
+1,482
| New | +$208K | 0.1% | 206 |
|