SVB Wealth’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,298
| Closed | -$447K | – | 1773 |
|
|
2024
Q4 | $447K | Buy |
+2,298
| New | +$404K | 0.01% | 444 |
|
|
2024
Q3 | – | Sell |
-2,869
| Closed | -$588K | – | 552 |
|
|
2024
Q2 | $588K | Sell |
2,869
-730
| -20% | -$161K | 0.01% | 399 |
|
|
2024
Q1 | $906K | Sell |
3,599
-21
| -0.6% | -$4.65K | 0.02% | 363 |
|
|
2023
Q4 | $664K | Buy |
3,620
+210
| +6% | +$38.3K | 0.02% | 412 |
|
|
2023
Q3 | $613K | Sell |
3,410
-12
| -0.4% | -$2.05K | 0.01% | 409 |
|
|
2023
Q2 | $550K | Buy |
3,422
+542
| +19% | +$78K | 0.01% | 462 |
|
|
2023
Q1 | $408K | Sell |
2,880
-1,087
| -27% | -$153K | 0.01% | 600 |
|
|
2022
Q4 | $542K | Sell |
3,967
-349
| -8% | -$48.7K | 0.01% | 542 |
|
|
2022
Q3 | $563K | Buy |
4,316
+1,324
| +44% | +$201K | 0.01% | 497 |
|
|
2022
Q2 | $461K | Sell |
2,992
-798
| -21% | -$132K | 0.01% | 463 |
|
|
2022
Q1 | $683K | Sell |
3,790
-203
| -5% | -$38K | 0.01% | 390 |
|
|
2021
Q4 | $740K | Sell |
3,993
-12,088
| -75% | -$2.17M | 0.01% | 360 |
|
|
2021
Q3 | $2.86M | Buy |
16,081
+3,288
| +26% | +$587K | 0.04% | 215 |
|
|
2021
Q2 | $2.24M | Buy |
12,793
+7,395
| +137% | +$1.21M | 0.03% | 242 |
|
|
2021
Q1 | $842K | Buy |
5,398
+1,902
| +54% | +$288K | 0.01% | 386 |
|
|
2020
Q4 | $540K | Buy |
3,496
+1,276
| +57% | +$178K | 0.01% | 457 |
|
|
2020
Q3 | $294K | Buy |
2,220
+405
| +22% | +$52.7K | ﹤0.01% | 534 |
|
|
2020
Q2 | $228K | Buy |
+1,815
| New | +$225K | ﹤0.01% | 516 |
|
|
2017
Q1 | – | Sell |
-2,193
| Closed | -$257K | – | 510 |
|
|
2016
Q4 | $257K | Sell |
2,193
-971
| -31% | -$113K | 0.01% | 432 |
|
|
2016
Q3 | $367K | Sell |
3,164
-1,227
| -28% | -$140K | 0.01% | 386 |
|
|
2016
Q2 | $439K | Sell |
4,391
-444
| -9% | -$45.6K | 0.02% | 367 |
|
|
2016
Q1 | $514K | Buy |
4,835
+219
| +5% | +$24.2K | 0.02% | 347 |
|
|
2015
Q4 | $568K | Sell |
4,616
-1,977
| -30% | -$244K | 0.02% | 350 |
|
|
2015
Q3 | $773K | Buy |
6,593
+683
| +12% | +$85.6K | 0.03% | 335 |
|
|
2015
Q2 | $790K | Sell |
5,910
-7,733
| -57% | -$1.07M | 0.03% | 354 |
|
|
2015
Q1 | $1.91M | Buy |
13,643
+7,761
| +132% | +$1.04M | 0.06% | 241 |
|
|
2014
Q4 | $738K | Buy |
+5,882
| New | +$707K | 0.02% | 344 |
|
Other funds holding TM
