AssuredPartners Investment Advisors’s Toast TOST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$562K	Sell	12,699 -281	-2%	-$12.4K	0.14%	115
2025 Q1	$431K	Buy	12,980 +9	+0.1%	+$299	0.08%	213
2024 Q4	$473K	Buy	+12,971	New	+$473K	0.09%	205