Annis Gardner Whiting Capital Advisors’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,620
| Closed | -$424K | – | 824 |
|
|
2024
Q4 | $424K | Buy |
11,620
+3,720
| +47% | +$136K | 0.12% | 143 |
|
|
2024
Q3 | $224K | Hold |
7,900
| – | – | 0.06% | 201 |
|
|
2024
Q2 | $204K | Buy |
7,900
+3,795
| +92% | +$97.8K | 0.06% | 212 |
|
|
2024
Q1 | $102K | Hold |
4,105
| – | – | 0.04% | 276 |
|
|
2023
Q4 | $75K | Buy |
4,105
+2,105
| +105% | +$38.4K | 0.03% | 256 |
|
|
2023
Q3 | $37.5K | Buy |
+2,000
| New | +$37.5K | 0.02% | 313 |
|