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Whipplewood Advisors’s Toyota TM Stock Holding History

Whipplewood Advisors’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$76.8K Sell
446
-71
-14% -$12.2K 0.04% 268
2025
Q1 		$84.2K Buy
517
+40
+8% +$6.52K 0.05% 243
2024
Q4 		$92.8K Buy
+477
New +$92.8K 0.05% 239