Valeo Financial 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 | $658K | Buy |
3,819
+184
| +5% | +$31.7K | 0.02% | 385 |
|
|
2025
Q1 | $642K | Buy |
3,635
+327
| +10% | +$57.7K | 0.02% | 343 |
|
|
2024
Q4 | $644K | Sell |
3,308
-402
| -11% | -$78.2K | 0.02% | 351 |
|
|
2024
Q3 | $663K | Buy |
3,710
+216
| +6% | +$38.6K | 0.02% | 343 |
|
|
2024
Q2 | $716K | Sell |
3,494
-428
| -11% | -$87.7K | 0.02% | 296 |
|
|
2024
Q1 | $913K | Sell |
3,922
-102
| -3% | -$23.8K | 0.03% | 253 |
|
|
2023
Q4 | $738K | Buy |
4,024
+913
| +29% | +$167K | 0.03% | 273 |
|
|
2023
Q3 | $559K | Buy |
3,111
+93
| +3% | +$16.7K | 0.03% | 306 |
|
|
2023
Q2 | $485K | Buy |
3,018
+850
| +39% | +$137K | 0.02% | 327 |
|
|
2023
Q1 | $307K | Sell |
2,168
-306
| -12% | -$43.4K | 0.01% | 440 |
|
|
2022
Q4 | $338K | Buy |
2,474
+198
| +9% | +$27K | 0.02% | 356 |
|
|
2022
Q3 | $297K | Buy |
2,276
+66
| +3% | +$8.61K | 0.02% | 340 |
|
|
2022
Q2 | $341K | Sell |
2,210
-950
| -30% | -$147K | 0.02% | 313 |
|
|
2022
Q1 | $570K | Buy |
3,160
+1,824
| +137% | +$329K | 0.03% | 288 |
|
|
2021
Q4 | $248K | Buy |
+1,336
| New | +$248K | 0.01% | 445 |
|
|
2021
Q2 | – | Sell |
-625
| Closed | -$98K | – | 1604 |
|
|
2021
Q1 | $98K | Buy |
625
+100
| +19% | +$15.7K | ﹤0.01% | 613 |
|
|
2020
Q4 | $81K | Hold |
525
| – | – | ﹤0.01% | 613 |
|
|
2020
Q3 | $70K | Sell |
525
-410
| -44% | -$54.7K | 0.01% | 540 |
|
|
2020
Q2 | $117K | Buy |
935
+274
| +41% | +$34.3K | 0.01% | 444 |
|
|
2020
Q1 | $82K | Buy |
661
+56
| +9% | +$6.95K | 0.01% | 460 |
|
|
2019
Q4 | $85K | Hold |
605
| – | – | 0.01% | 498 |
|
|
2019
Q3 | $81K | Buy |
605
+50
| +9% | +$6.69K | 0.01% | 479 |
|
|
2019
Q2 | $69K | Buy |
555
+10
| +2% | +$1.24K | 0.01% | 517 |
|
|
2019
Q1 | $64K | Hold |
545
| – | – | 0.01% | 507 |
|
|
2018
Q4 | $63K | Sell |
545
-24
| -4% | -$2.77K | 0.01% | 469 |
|
|
2018
Q3 | $67K | Buy |
569
+45
| +9% | +$5.3K | 0.01% | 486 |
|
|
2018
Q2 | $65K | Sell |
524
-46
| -8% | -$5.71K | 0.01% | 491 |
|
|
2018
Q1 | $74K | Buy |
570
+263
| +86% | +$34.1K | 0.01% | 415 |
|
|
2017
Q4 | $39K | Buy |
307
+7
| +2% | +$889 | 0.01% | 519 |
|
|
2017
Q3 | $36K | Buy |
+300
| New | +$36K | 0.01% | 461 |
|