Rothschild Investment LLC’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
1,166
-159
| -12% | -$27.4K | 0.01% | 511 |
|
|
2025
Q1 | $234K | Sell |
1,325
-158
| -11% | -$27.9K | 0.02% | 473 |
|
|
2024
Q4 | $289K | Hold |
1,483
| – | – | 0.02% | 430 |
|
|
2024
Q3 | $265K | Sell |
1,483
-12
| -0.8% | -$2.14K | 0.02% | 450 |
|
|
2024
Q2 | $306K | Buy |
1,495
+216
| +17% | +$44.3K | 0.02% | 417 |
|
|
2024
Q1 | $322K | Buy |
1,279
+89
| +7% | +$22.4K | 0.02% | 392 |
|
|
2023
Q4 | $218K | Buy |
1,190
+76
| +7% | +$13.9K | 0.02% | 396 |
|
|
2023
Q3 | $200K | Buy |
+1,114
| New | +$200K | 0.02% | 442 |
|
|
2022
Q2 | – | Sell |
-1,195
| Closed | -$215K | – | 504 |
|
|
2022
Q1 | $215K | Hold |
1,195
| – | – | 0.02% | 452 |
|
|
2021
Q4 | $221K | Hold |
1,195
| – | – | 0.02% | 460 |
|
|
2021
Q3 | $212K | Hold |
1,195
| – | – | 0.02% | 453 |
|
|
2021
Q2 | $209K | Buy |
+1,195
| New | +$209K | 0.02% | 456 |
|
|
2021
Q1 | – | Sell |
-1,445
| Closed | -$223K | – | 473 |
|
|
2020
Q4 | $223K | Buy |
+1,445
| New | +$223K | 0.02% | 410 |
|
|
2020
Q1 | – | Sell |
-2,370
| Closed | -$333K | – | 457 |
|
|
2019
Q4 | $333K | Sell |
2,370
-125
| -5% | -$17.6K | 0.03% | 343 |
|
|
2019
Q3 | $336K | Hold |
2,495
| – | – | 0.04% | 296 |
|
|
2019
Q2 | $309K | Hold |
2,495
| – | – | 0.04% | 304 |
|
|
2019
Q1 | $294K | Sell |
2,495
-250
| -9% | -$29.5K | 0.03% | 306 |
|
|
2018
Q4 | $319K | Sell |
2,745
-150
| -5% | -$17.4K | 0.04% | 281 |
|
|
2018
Q3 | $360K | Hold |
2,895
| – | – | 0.04% | 276 |
|
|
2018
Q2 | $373K | Hold |
2,895
| – | – | 0.05% | 272 |
|
|
2018
Q1 | $377K | Hold |
2,895
| – | – | 0.05% | 271 |
|
|
2017
Q4 | $368K | Sell |
2,895
-400
| -12% | -$50.8K | 0.04% | 307 |
|
|
2017
Q3 | $393K | Sell |
3,295
-81
| -2% | -$9.66K | 0.04% | 306 |
|
|
2017
Q2 | $355K | Sell |
3,376
-625
| -16% | -$65.7K | 0.04% | 324 |
|
|
2017
Q1 | $435K | Hold |
4,001
| – | – | 0.05% | 293 |
|
|
2016
Q4 | $469K | Buy |
4,001
+250
| +7% | +$29.3K | 0.06% | 273 |
|
|
2016
Q3 | $435K | Buy |
3,751
+50
| +1% | +$5.8K | 0.05% | 282 |
|
|
2016
Q2 | $370K | Buy |
+3,701
| New | +$370K | 0.05% | 310 |
|