Annis Gardner Whiting Capital Advisors’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$594K Buy
2025
Q1
Sell
2024
Q4
$424K Buy
2024
Q3
$224K Hold
2024
Q2
$204K Buy
2024
Q1
$102K Hold
2023
Q4
$75K Buy
2023
Q3
$37.5K Buy