SWM
TM icon

Spire Wealth Management’s Toyota TM Stock Holding History

Spire Wealth Management’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.9K Sell
522
-380
-42% -$72K ﹤0.01% 1014
2026
Q1 		$186K Buy
902
+109
+14% +$24.6K 0.01% 796
2025
Q4 		$170K Sell
793
-11
-1% -$2.23K 0.01% 836
2025
Q3 		$154K Sell
804
-192
-19% -$36.2K 0.01% 860
2025
Q2 		$172K Buy
996
+575
+137% +$104K 0.01% 807
2025
Q1 		$74.3K Buy
421
+48
+13% +$8.93K ﹤0.01% 1154
2024
Q4 		$72.6K Sell
373
-231
-38% -$40.6K ﹤0.01% 1150
2024
Q3 		$108K Buy
604
+59
+11% +$11K ﹤0.01% 892
2024
Q2 		$112K Sell
545
-201
-27% -$44.5K ﹤0.01% 864
2024
Q1 		$188K Buy
746
+7
+0.9% +$1.55K ﹤0.01% 783
2023
Q4 		$148K Buy
739
+3
+0.4% +$547 ﹤0.01% 862
2023
Q3 		$132K Buy
736
+28
+4% +$4.78K 0.01% 845
2023
Q2 		$114K Sell
708
-35
-5% -$5.04K ﹤0.01% 935
2023
Q1 		$105K Buy
743
+281
+61% +$39.5K ﹤0.01% 949
2022
Q4 		$63K Buy
462
+45
+11% +$6.27K ﹤0.01% 911
2022
Q3 		$54K Sell
417
-521
-56% -$79K ﹤0.01% 923
2022
Q2 		$145K Sell
938
-578
-38% -$95.5K 0.01% 883
2022
Q1 		$273K Buy
1,516
+428
+39% +$80K 0.01% 759
2021
Q4 		$202K Buy
1,088
+16
+1% +$2.88K ﹤0.01% 1086
2021
Q3 		$191K Sell
1,072
-202
-16% -$36.1K 0.01% 947
2021
Q2 		$223K Buy
1,274
+701
+122% +$115K 0.01% 899
2021
Q1 		$81K Buy
+573
New +$86.7K ﹤0.01% 1488

Other funds holding TM

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return