Waverly Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
1,377
+70
| +5% | +$12.1K | ﹤0.01% | 1065 |
|
|
2025
Q1 | $231K | Buy |
+1,307
| New | +$231K | ﹤0.01% | 1011 |
|
|
2014
Q4 | – | Sell |
-57
| Closed | -$7K | – | 654 |
|
|
2014
Q3 | $7K | Hold |
57
| – | – | ﹤0.01% | 565 |
|
|
2014
Q2 | $7K | Buy |
57
+9
| +19% | +$1.11K | ﹤0.01% | 531 |
|
|
2014
Q1 | $5K | Sell |
48
-4
| -8% | -$417 | ﹤0.01% | 563 |
|
|
2013
Q4 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 652 |
|