Summit Trail 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 | $236K | Buy |
+1,372
| New | +$236K | ﹤0.01% | 999 |
|
|
2024
Q4 | – | Sell |
-1,558
| Closed | -$278K | – | 726 |
|
|
2024
Q3 | $278K | Sell |
1,558
-96
| -6% | -$17.1K | 0.01% | 569 |
|
|
2024
Q2 | $339K | Buy |
1,654
+439
| +36% | +$90K | 0.01% | 452 |
|
|
2024
Q1 | $306K | Buy |
1,215
+101
| +9% | +$25.4K | 0.01% | 453 |
|
|
2023
Q4 | $204K | Buy |
+1,114
| New | +$204K | 0.01% | 499 |
|
|
2018
Q2 | – | Sell |
-2,098
| Closed | -$280K | – | 666 |
|
|
2018
Q1 | $280K | Sell |
2,098
-5
| -0.2% | -$667 | 0.05% | 293 |
|
|
2017
Q4 | $291K | Buy |
+2,103
| New | +$291K | 0.04% | 327 |
|