1858 Wealth Management’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Hold
7,380
0.24% 76
2025
Q1
$245K Hold
7,380
0.21% 99
2024
Q4
$269K Hold
7,380
0.21% 97
2024
Q3
$209K Buy
+7,380
New +$209K 0.17% 116