Sonoma Private Wealth’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,760
| Closed | -$493K | – | 92 |
|
|
2024
Q3 | $493K | Sell |
2,760
-61
| -2% | -$10.9K | 0.77% | 46 |
|
|
2024
Q2 | $578K | Sell |
2,821
-69
| -2% | -$14.1K | 0.94% | 38 |
|
|
2024
Q1 | $727K | Sell |
2,890
-161
| -5% | -$40.5K | 1.17% | 29 |
|
|
2023
Q4 | $559K | Sell |
3,051
-333
| -10% | -$61.1K | 0.93% | 40 |
|
|
2023
Q3 | $608K | Sell |
3,384
-109
| -3% | -$19.6K | 1.11% | 34 |
|
|
2023
Q2 | $562K | Buy |
3,493
+44
| +1% | +$7.07K | 0.98% | 40 |
|
|
2023
Q1 | $489K | Buy |
3,449
+732
| +27% | +$104K | 0.97% | 39 |
|
|
2022
Q4 | $371K | Buy |
+2,717
| New | +$371K | 0.82% | 44 |
|