Venturi Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-122
| Closed | -$23.7K | – | 1708 |
|
|
2024
Q4 | $23.7K | Sell |
122
-13
| -10% | -$2.53K | ﹤0.01% | 1221 |
|
|
2024
Q3 | $24.1K | Sell |
135
-1,067
| -89% | -$191K | ﹤0.01% | 965 |
|
|
2024
Q2 | $246K | Buy |
1,202
+600
| +100% | +$123K | 0.01% | 374 |
|
|
2024
Q1 | $152K | Buy |
602
+302
| +101% | +$76K | 0.01% | 374 |
|
|
2023
Q4 | $55K | Buy |
300
+86
| +40% | +$15.8K | ﹤0.01% | 477 |
|
|
2023
Q3 | $38.5K | Buy |
214
+108
| +102% | +$19.4K | ﹤0.01% | 513 |
|
|
2023
Q2 | $17K | Buy |
+106
| New | +$17K | ﹤0.01% | 578 |
|
|
2017
Q1 | – | Sell |
-5,000
| Closed | -$586K | – | 189 |
|
|
2016
Q4 | $586K | Hold |
5,000
| – | – | 0.16% | 111 |
|
|
2016
Q3 | $580K | Hold |
5,000
| – | – | 0.19% | 90 |
|
|
2016
Q2 | $500K | Hold |
5,000
| – | – | 0.17% | 96 |
|
|
2016
Q1 | $532K | Hold |
5,000
| – | – | 0.2% | 99 |
|
|
2015
Q4 | $615K | Buy |
+5,000
| New | +$615K | 0.28% | 88 |
|