BFA
Beaumont Financial Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
65,000
-16
| -0% | -$709 | 0.21% | 72 |
|
|
2025
Q1 | $2.16M | Buy |
65,016
+16
| +0% | +$531 | 0.17% | 85 |
|
|
2024
Q4 | $2.37M | Sell |
65,000
-35,000
| -35% | -$1.28M | 0.18% | 81 |
|
|
2024
Q3 | $2.83M | Sell |
100,000
-3,026
| -3% | -$85.7K | 0.22% | 66 |
|
|
2024
Q2 | $2.65M | Hold |
103,026
| – | – | 0.21% | 70 |
|
|
2024
Q1 | $2.57M | Hold |
103,026
| – | – | 0.21% | 69 |
|
|
2023
Q4 | $1.88M | Hold |
103,026
| – | – | 0.17% | 84 |
|
|
2023
Q3 | $1.93M | Buy |
103,026
+3,026
| +3% | +$56.7K | 0.19% | 76 |
|
|
2023
Q2 | $2.26M | Hold |
100,000
| – | – | 0.21% | 73 |
|
|
2023
Q1 | $1.78M | Hold |
100,000
| – | – | 0.18% | 85 |
|
|
2022
Q4 | $1.8M | Hold |
100,000
| – | – | 0.18% | 86 |
|
|
2022
Q3 | $1.67M | Hold |
100,000
| – | – | 0.16% | 89 |
|
|
2022
Q2 | $1.29M | Hold |
100,000
| – | – | 0.12% | 108 |
|
|
2022
Q1 | $2.17M | Buy |
100,000
+85,000
| +567% | +$1.85M | 0.17% | 104 |
|
|
2021
Q4 | $521K | Buy |
+15,000
| New | +$521K | 0.04% | 205 |
|