Venturi Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $445K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $23.7K | Sell |
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|
2024
Q3 | $24.1K | Sell |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $152K | Buy |
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|
2023
Q4 | $55K | Buy |
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|
2023
Q3 | $38.5K | Buy |
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|
2023
Q2 | $17K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $586K | Hold |
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|
2016
Q3 | $580K | Hold |
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|
2016
Q2 | $500K | Hold |
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|
2016
Q1 | $532K | Hold |
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|
2015
Q4 | $615K | Buy |
|