Westover Capital 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 | $387K | Hold |
2,245
| – | – | 0.08% | 168 |
|
|
2025
Q1 | $396K | Hold |
2,245
| – | – | 0.09% | 162 |
|
|
2024
Q4 | $437K | Hold |
2,245
| – | – | 0.1% | 157 |
|
|
2024
Q3 | $401K | Hold |
2,245
| – | – | 0.08% | 171 |
|
|
2024
Q2 | $460K | Hold |
2,245
| – | – | 0.12% | 134 |
|
|
2024
Q1 | $565K | Hold |
2,245
| – | – | 0.17% | 105 |
|
|
2023
Q4 | $412K | Hold |
2,245
| – | – | 0.13% | 111 |
|
|
2023
Q3 | $404K | Hold |
2,245
| – | – | 0.15% | 112 |
|
|
2023
Q2 | $361K | Hold |
2,245
| – | – | 0.13% | 119 |
|
|
2023
Q1 | $318K | Hold |
2,245
| – | – | 0.12% | 127 |
|
|
2022
Q4 | $307K | Hold |
2,245
| – | – | 0.12% | 118 |
|
|
2022
Q3 | $293K | Buy |
2,245
+600
| +36% | +$78.3K | 0.11% | 121 |
|
|
2022
Q2 | $254K | Hold |
1,645
| – | – | 0.09% | 138 |
|
|
2022
Q1 | $297K | Hold |
1,645
| – | – | 0.09% | 142 |
|
|
2021
Q4 | $305K | Hold |
1,645
| – | – | 0.09% | 147 |
|
|
2021
Q3 | $292K | Hold |
1,645
| – | – | 0.09% | 144 |
|
|
2021
Q2 | $288K | Hold |
1,645
| – | – | 0.09% | 145 |
|
|
2021
Q1 | $257K | Hold |
1,645
| – | – | 0.09% | 147 |
|
|
2020
Q4 | $254K | Hold |
1,645
| – | – | 0.09% | 131 |
|
|
2020
Q3 | $218K | Buy |
+1,645
| New | +$218K | 0.09% | 128 |
|