Valeo Financial Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $776K | Buy |
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|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | $642K | Buy |
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|
2024
Q4 | $644K | Sell |
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|
2024
Q3 | $663K | Buy |
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|
2024
Q2 | $716K | Sell |
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|
2024
Q1 | $913K | Sell |
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|
2023
Q4 | $738K | Buy |
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|
2023
Q3 | $559K | Buy |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $570K | Buy |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $98K | Buy |
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|
2020
Q4 | $81K | Hold |
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|
2020
Q3 | $70K | Sell |
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|
2020
Q2 | $117K | Buy |
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|
2020
Q1 | $82K | Buy |
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|
2019
Q4 | $85K | Hold |
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|
2019
Q3 | $81K | Buy |
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|
2019
Q2 | $69K | Buy |
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|
2019
Q1 | $64K | Hold |
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|
2018
Q4 | $63K | Sell |
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|
2018
Q3 | $67K | Buy |
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|
2018
Q2 | $65K | Sell |
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|
2018
Q1 | $74K | Buy |
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|
2017
Q4 | $39K | Buy |
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|
2017
Q3 | $36K | Buy |
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