Simon Quick 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 | $470K | Buy |
2,728
+719
| +36% | +$124K | 0.02% | 454 |
|
|
2025
Q1 | $355K | Buy |
2,009
+881
| +78% | +$156K | 0.02% | 387 |
|
|
2024
Q4 | $220K | Buy |
+1,128
| New | +$220K | 0.01% | 427 |
|
|
2024
Q2 | – | Sell |
-809
| Closed | -$204K | – | 444 |
|
|
2024
Q1 | $204K | Buy |
+809
| New | +$204K | 0.02% | 385 |
|
|
2017
Q4 | – | Sell |
-492
| Closed | -$59K | – | 580 |
|
|
2017
Q3 | $59K | Buy |
+492
| New | +$59K | 0.02% | 247 |
|
|
2017
Q2 | – | Sell |
-492
| Closed | -$53K | – | 375 |
|
|
2017
Q1 | $53K | Buy |
+492
| New | +$53K | 0.03% | 153 |
|