Provenance Wealth Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
614
-2
| -0.3% | -$345 | 0.02% | 160 |
|
|
2025
Q1 | $109K | Hold |
616
| – | – | 0.02% | 177 |
|
|
2024
Q4 | $120K | Hold |
616
| – | – | 0.02% | 176 |
|
|
2024
Q3 | $110K | Hold |
616
| – | – | 0.01% | 182 |
|
|
2024
Q2 | $126K | Hold |
616
| – | – | 0.02% | 163 |
|
|
2024
Q1 | $155K | Hold |
616
| – | – | 0.02% | 159 |
|
|
2023
Q4 | $113K | Buy |
616
+113
| +22% | +$20.7K | 0.02% | 157 |
|
|
2023
Q3 | $90.4K | Buy |
+503
| New | +$90.4K | 0.01% | 148 |
|