Wealth Group’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
2,227
+222
| +11% | +$38.3K | 0.38% | 58 |
|
|
2025
Q1 | $354K | Buy |
2,005
+597
| +42% | +$105K | 0.23% | 92 |
|
|
2024
Q4 | $274K | Buy |
1,408
+228
| +19% | +$44.4K | 0.18% | 132 |
|
|
2024
Q3 | $211K | Sell |
1,180
-82
| -6% | -$14.7K | 0.14% | 142 |
|
|
2024
Q2 | $259K | Sell |
1,262
-2
| -0.2% | -$410 | 0.19% | 125 |
|
|
2024
Q1 | $318K | Buy |
+1,264
| New | +$318K | 0.24% | 109 |
|