Total Clarity Wealth Management’s Toyota TM Stock Holding History

Total Clarity 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 Q1	$525K	Sell	2,546 -2,010	-44%	-$454K	0.12%	172
2025 Q4	$975K	Buy	4,556 +122	+3%	+$24.7K	0.24%	108
2025 Q3	$847K	Buy	4,434 +1,435	+48%	+$270K	0.23%	117
2025 Q2	$517K	Buy	+2,999	New	+$543K	0.15%	151
2023 Q4	–	Sell	-1,404	Closed	-$252K	–	253
2023 Q3	$252K	Sell	1,404 -91	-6%	-$15.5K	0.12%	181
2023 Q2	$240K	Buy	+1,495	New	+$215K	0.12%	185
2022 Q3	–	Sell	-510	Closed	-$79K	–	909
2022 Q2	$79K	Buy	+510	New	+$84.3K	0.04%	345
2022 Q1	–	Sell	-300	Closed	-$56K	–	848
2021 Q4	$56K	Hold	300	–	–	0.03%	382
2021 Q3	$53K	Buy	+300	New	+$53.5K	0.03%	396
2021 Q2	–	Sell	-300	Closed	-$47K	–	689
2021 Q1	$47K	Buy	+300	New	+$45.4K	0.03%	349
2020 Q1	–	Sell	-400	Closed	-$56K	–	566
2019 Q4	$56K	Buy	+400	New	+$55.9K	0.04%	251

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return