Schechter Investment Advisors’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $616K | Sell |
3,491
-401
| -10% | -$70.8K | 0.05% | 322 |
|
|
2024
Q4 | $757K | Sell |
3,892
-358
| -8% | -$69.7K | 0.06% | 289 |
|
|
2024
Q3 | $759K | Buy |
4,250
+79
| +2% | +$14.1K | 0.06% | 309 |
|
|
2024
Q2 | $855K | Sell |
4,171
-127
| -3% | -$26K | 0.06% | 272 |
|
|
2024
Q1 | $1.08M | Buy |
4,298
+516
| +14% | +$130K | 0.08% | 228 |
|
|
2023
Q4 | $693K | Buy |
3,782
+195
| +5% | +$35.8K | 0.06% | 293 |
|
|
2023
Q3 | $645K | Buy |
3,587
+269
| +8% | +$48.4K | 0.06% | 295 |
|
|
2023
Q2 | $533K | Buy |
3,318
+1,542
| +87% | +$248K | 0.05% | 373 |
|
|
2023
Q1 | $252K | Sell |
1,776
-1,489
| -46% | -$211K | 0.02% | 560 |
|
|
2022
Q4 | $446K | Buy |
3,265
+1,364
| +72% | +$186K | 0.04% | 527 |
|
|
2022
Q3 | $248K | Sell |
1,901
-440
| -19% | -$57.4K | 0.02% | 767 |
|
|
2022
Q2 | $361K | Sell |
2,341
-274
| -10% | -$42.3K | 0.04% | 633 |
|
|
2022
Q1 | $471K | Buy |
2,615
+167
| +7% | +$30.1K | 0.04% | 549 |
|
|
2021
Q4 | $454K | Buy |
+2,448
| New | +$454K | 0.04% | 536 |
|