River 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 | $453K | Sell |
2,632
-63
| -2% | -$10.9K | 0.06% | 157 |
|
|
2025
Q1 | $476K | Sell |
2,695
-89
| -3% | -$15.7K | 0.07% | 149 |
|
|
2024
Q4 | $542K | Sell |
2,784
-230
| -8% | -$44.8K | 0.07% | 147 |
|
|
2024
Q3 | $538K | Sell |
3,014
-2,640
| -47% | -$471K | 0.07% | 146 |
|
|
2024
Q2 | $1.16M | Sell |
5,654
-375
| -6% | -$76.9K | 0.17% | 102 |
|
|
2024
Q1 | $1.52M | Sell |
6,029
-20
| -0.3% | -$5.03K | 0.22% | 95 |
|
|
2023
Q4 | $1.11M | Sell |
6,049
-104
| -2% | -$19.1K | 0.18% | 107 |
|
|
2023
Q3 | $1.11M | Sell |
6,153
-1,195
| -16% | -$215K | 0.2% | 106 |
|
|
2023
Q2 | $1.18M | Sell |
7,348
-220
| -3% | -$35.4K | 0.2% | 106 |
|
|
2023
Q1 | $1.07M | Sell |
7,568
-265
| -3% | -$37.5K | 0.2% | 110 |
|
|
2022
Q4 | $1.07M | Sell |
7,833
-200
| -2% | -$27.3K | 0.21% | 110 |
|
|
2022
Q3 | $1.05M | Sell |
8,033
-750
| -9% | -$97.8K | 0.23% | 103 |
|
|
2022
Q2 | $1.35M | Sell |
8,783
-160
| -2% | -$24.7K | 0.25% | 92 |
|
|
2022
Q1 | $1.61M | Hold |
8,943
| – | – | 0.26% | 90 |
|
|
2021
Q4 | $1.66M | Buy |
8,943
+288
| +3% | +$53.4K | 0.26% | 88 |
|
|
2021
Q3 | $1.54M | Buy |
8,655
+90
| +1% | +$16K | 0.26% | 91 |
|
|
2021
Q2 | $1.5M | Buy |
8,565
+240
| +3% | +$42K | 0.26% | 90 |
|
|
2021
Q1 | $1.3M | Sell |
8,325
-50
| -0.6% | -$7.8K | 0.24% | 94 |
|
|
2020
Q4 | $1.3M | Sell |
8,375
-50
| -0.6% | -$7.73K | 0.28% | 88 |
|
|
2020
Q3 | $1.12M | Sell |
8,425
-605
| -7% | -$80.1K | 0.29% | 90 |
|
|
2020
Q2 | $1.13M | Sell |
9,030
-138
| -2% | -$17.3K | 0.34% | 82 |
|
|
2020
Q1 | $1.1M | Hold |
9,168
| – | – | 0.44% | 67 |
|
|
2019
Q4 | $1.29M | Buy |
9,168
+26
| +0.3% | +$3.65K | 0.44% | 72 |
|
|
2019
Q3 | $1.23M | Sell |
9,142
-265
| -3% | -$35.6K | 0.46% | 70 |
|
|
2019
Q2 | $1.17M | Sell |
9,407
-313
| -3% | -$38.8K | 0.45% | 69 |
|
|
2019
Q1 | $1.15M | Sell |
9,720
-450
| -4% | -$53.1K | 0.48% | 71 |
|
|
2018
Q4 | $1.18M | Sell |
10,170
-1,342
| -12% | -$156K | 0.52% | 61 |
|
|
2018
Q3 | $1.43M | Sell |
11,512
-431
| -4% | -$53.6K | 0.53% | 61 |
|
|
2018
Q2 | $1.54M | Buy |
11,943
+116
| +1% | +$14.9K | 0.6% | 58 |
|
|
2018
Q1 | $1.54M | Sell |
11,827
-480
| -4% | -$62.6K | 0.65% | 58 |
|
|
2017
Q4 | $1.57M | Buy |
12,307
+747
| +6% | +$95K | 0.65% | 59 |
|
|
2017
Q3 | $1.38M | Sell |
11,560
-1,088
| -9% | -$130K | 0.62% | 62 |
|
|
2017
Q2 | $1.33M | Sell |
12,648
-1,174
| -8% | -$123K | 0.62% | 64 |
|
|
2017
Q1 | $1.5M | Sell |
13,822
-985
| -7% | -$107K | 0.73% | 53 |
|
|
2016
Q4 | $1.74M | Sell |
14,807
-1,267
| -8% | -$148K | 0.88% | 44 |
|
|
2016
Q3 | $1.87M | Sell |
16,074
-426
| -3% | -$49.5K | 1.03% | 33 |
|
|
2016
Q2 | $1.65M | Sell |
16,500
-1,002
| -6% | -$100K | 0.95% | 37 |
|
|
2016
Q1 | $1.86M | Sell |
17,502
-40
| -0.2% | -$4.25K | 1.11% | 30 |
|
|
2015
Q4 | $2.16M | Buy |
17,542
+942
| +6% | +$116K | 1.37% | 21 |
|
|
2015
Q3 | $1.95M | Buy |
16,600
+956
| +6% | +$112K | 1.34% | 19 |
|
|
2015
Q2 | $2.09M | Buy |
15,644
+124
| +0.8% | +$16.6K | 1.33% | 18 |
|
|
2015
Q1 | $2.17M | Buy |
+15,520
| New | +$2.17M | 1.34% | 17 |
|