Waldron Private Wealth’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	-1,071	Closed	-$208K	–	420
2024 Q4	$208K	Buy	+1,071	New	+$208K	0.01%	398
2024 Q2	–	Sell	-953	Closed	-$240K	–	441
2024 Q1	$240K	Buy	+953	New	+$240K	0.01%	360