Planned Solutions’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,225
| Closed | -$216K | – | 130 |
|
|
2025
Q1 | $216K | Hold |
1,225
| – | – | 0.09% | 108 |
|
|
2024
Q4 | $238K | Buy |
1,225
+125
| +11% | +$24.3K | 0.1% | 95 |
|
|
2024
Q3 | $196K | Buy |
+1,100
| New | +$196K | 0.08% | 113 |
|
|
2024
Q2 | – | Sell |
-895
| Closed | -$225K | – | 110 |
|
|
2024
Q1 | $225K | Buy |
895
+115
| +15% | +$28.9K | 0.11% | 84 |
|
|
2023
Q4 | $143K | Buy |
+780
| New | +$143K | 0.07% | 126 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$77K | – | 372 |
|
|
2020
Q4 | $77K | Buy |
+500
| New | +$77K | 0.06% | 136 |
|