AWM
Aries Wealth Management’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
7,510
-150
| -2% | -$6.64K | 0.09% | 173 |
|
|
2025
Q1 | $254K | Hold |
7,660
| – | – | 0.07% | 198 |
|
|
2024
Q4 | $279K | Sell |
7,660
-2,000
| -21% | -$72.9K | 0.08% | 189 |
|
|
2024
Q3 | $273K | Hold |
9,660
| – | – | 0.08% | 197 |
|
|
2024
Q2 | $249K | Hold |
9,660
| – | – | 0.08% | 180 |
|
|
2024
Q1 | $241K | Buy |
+9,660
| New | +$241K | 0.08% | 186 |
|