WGAM
Wilkinson Global Asset Management’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
8,035
-286,427
| -97% | -$49.3M | 0.09% | 39 |
|
|
2025
Q1 | $52M | Sell |
294,462
-6,051
| -2% | -$1.07M | 3.25% | 14 |
|
|
2024
Q4 | $58.5M | Sell |
300,513
-5,220
| -2% | -$1.02M | 3.59% | 10 |
|
|
2024
Q3 | $54.6M | Sell |
305,733
-9,318
| -3% | -$1.66M | 3.29% | 12 |
|
|
2024
Q2 | $64.6M | Sell |
315,051
-24,489
| -7% | -$5.02M | 4.04% | 10 |
|
|
2024
Q1 | $85.5M | Sell |
339,540
-18,985
| -5% | -$4.78M | 5.37% | 4 |
|
|
2023
Q4 | $65.7M | Buy |
358,525
+365
| +0.1% | +$66.9K | 4.54% | 8 |
|
|
2023
Q3 | $64.4M | Sell |
358,160
-363
| -0.1% | -$65.2K | 4.93% | 8 |
|
|
2023
Q2 | $57.6M | Sell |
358,523
-3,308
| -0.9% | -$532K | 4.38% | 9 |
|
|
2023
Q1 | $51.3M | Buy |
361,831
+40,066
| +12% | +$5.68M | 4.06% | 11 |
|
|
2022
Q4 | $43.9M | Sell |
321,765
-61,600
| -16% | -$8.41M | 3.66% | 11 |
|
|
2022
Q3 | $49.9M | Buy |
383,365
+286
| +0.1% | +$37.3K | 4.5% | 9 |
|
|
2022
Q2 | $59.1M | Sell |
383,079
-4,430
| -1% | -$683K | 5.03% | 8 |
|
|
2022
Q1 | $69.8M | Buy |
387,509
+134,980
| +53% | +$24.3M | 4.5% | 8 |
|
|
2021
Q4 | $46.8M | Buy |
252,529
+3,775
| +2% | +$700K | 2.59% | 14 |
|
|
2021
Q3 | $44.2M | Sell |
248,754
-821
| -0.3% | -$146K | 2.69% | 14 |
|
|
2021
Q2 | $43.6M | Buy |
249,575
+6,408
| +3% | +$1.12M | 2.58% | 16 |
|
|
2021
Q1 | $37.9M | Buy |
+243,167
| New | +$37.9M | 2.4% | 15 |
|