Wambolt & Associates’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
1,986
-463
| -19% | -$79.4K | 0.11% | 139 |
|
|
2025
Q1 | $427K | Sell |
2,449
-290
| -11% | -$50.6K | 0.15% | 121 |
|
|
2024
Q4 | $533K | Sell |
2,739
-820
| -23% | -$160K | 0.17% | 116 |
|
|
2024
Q3 | $634K | Sell |
3,559
-413
| -10% | -$73.6K | 0.17% | 112 |
|
|
2024
Q2 | $809K | Sell |
3,972
-711
| -15% | -$145K | 0.24% | 98 |
|
|
2024
Q1 | $1.13M | Sell |
4,683
-3,220
| -41% | -$780K | 0.34% | 86 |
|
|
2023
Q4 | $1.45M | Sell |
7,903
-1,707
| -18% | -$313K | 0.47% | 69 |
|
|
2023
Q3 | $1.71M | Sell |
9,610
-316
| -3% | -$56.4K | 0.62% | 46 |
|
|
2023
Q2 | $1.6M | Sell |
9,926
-242
| -2% | -$38.9K | 0.57% | 55 |
|
|
2023
Q1 | $1.45M | Sell |
10,168
-54
| -0.5% | -$7.69K | 0.51% | 63 |
|
|
2022
Q4 | $1.4M | Sell |
10,222
-363
| -3% | -$49.6K | 0.54% | 65 |
|
|
2022
Q3 | $1.38M | Sell |
10,585
-126
| -1% | -$16.4K | 0.59% | 56 |
|
|
2022
Q2 | $1.65M | Buy |
10,711
+140
| +1% | +$21.6K | 0.66% | 44 |
|
|
2022
Q1 | $1.91M | Buy |
10,571
+1,636
| +18% | +$295K | 0.69% | 46 |
|
|
2021
Q4 | $1.66M | Buy |
8,935
+531
| +6% | +$98.4K | 0.6% | 58 |
|
|
2021
Q3 | $1.49M | Buy |
8,404
+1,313
| +19% | +$233K | 0.6% | 52 |
|
|
2021
Q2 | $1.24M | Buy |
7,091
+1,674
| +31% | +$294K | 0.53% | 65 |
|
|
2021
Q1 | $835K | Buy |
5,417
+1,728
| +47% | +$266K | 0.43% | 87 |
|
|
2020
Q4 | $570K | Buy |
3,689
+390
| +12% | +$60.3K | 0.34% | 106 |
|
|
2020
Q3 | $437K | Buy |
3,299
+206
| +7% | +$27.3K | 0.33% | 110 |
|
|
2020
Q2 | $389K | Buy |
3,093
+485
| +19% | +$61K | 0.31% | 123 |
|
|
2020
Q1 | $313K | Buy |
2,608
+187
| +8% | +$22.4K | 0.32% | 106 |
|
|
2019
Q4 | $340K | Buy |
2,421
+551
| +29% | +$77.4K | 0.26% | 123 |
|
|
2019
Q3 | $251K | Buy |
1,870
+2
| +0.1% | +$268 | 0.21% | 137 |
|
|
2019
Q2 | $232K | Buy |
+1,868
| New | +$232K | 0.2% | 137 |
|