SOA Wealth Advisors’s Toyota TM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $53.7K | Hold |
312
| – | – | 0.01% | 359 |
|
2025
Q1 | $55.1K | Hold |
312
| – | – | 0.01% | 328 |
|
2024
Q4 | $60.7K | Hold |
312
| – | – | 0.01% | 308 |
|
2024
Q3 | $55.7K | Hold |
312
| – | – | 0.01% | 307 |
|
2024
Q2 | $64K | Hold |
312
| – | – | 0.01% | 284 |
|
2024
Q1 | $78.5K | Hold |
312
| – | – | 0.02% | 262 |
|
2023
Q4 | $57.2K | Hold |
312
| – | – | 0.01% | 283 |
|
2023
Q3 | $56.1K | Buy |
312
+67
| +27% | +$12K | 0.01% | 274 |
|
2023
Q2 | $39.4K | Hold |
245
| – | – | 0.01% | 322 |
|
2023
Q1 | $34.7K | Hold |
245
| – | – | 0.01% | 332 |
|
2022
Q4 | $33.5K | Hold |
245
| – | – | 0.01% | 328 |
|
2022
Q3 | $31K | Hold |
245
| – | – | 0.01% | 320 |
|
2022
Q2 | $37K | Hold |
245
| – | – | 0.01% | 298 |
|
2022
Q1 | $44K | Hold |
245
| – | – | 0.01% | 330 |
|
2021
Q4 | $45K | Hold |
245
| – | – | 0.01% | 311 |
|
2021
Q3 | $43K | Hold |
245
| – | – | 0.01% | 326 |
|
2021
Q2 | $42K | Hold |
245
| – | – | 0.01% | 327 |
|
2021
Q1 | $38K | Hold |
245
| – | – | 0.01% | 302 |
|
2020
Q4 | $39K | Buy |
+245
| New | +$39K | 0.01% | 297 |
|