Bell 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 | $5.58K | Buy |
126
+15
| +14% | +$664 | ﹤0.01% | 936 |
|
|
2025
Q1 | $3.68K | Buy |
111
+15
| +16% | +$498 | ﹤0.01% | 1053 |
|
|
2024
Q4 | $3.5K | Hold |
96
| – | – | ﹤0.01% | 1103 |
|
|
2024
Q3 | $2.72K | Sell |
96
-20
| -17% | -$566 | ﹤0.01% | 1229 |
|
|
2024
Q2 | $2.99K | Buy |
116
+20
| +21% | +$516 | ﹤0.01% | 1175 |
|
|
2024
Q1 | $2.39K | Hold |
96
| – | – | ﹤0.01% | 1273 |
|
|
2023
Q4 | $1.75K | Sell |
96
-92
| -49% | -$1.68K | ﹤0.01% | 1383 |
|
|
2023
Q3 | $3.52K | Buy |
188
+24
| +15% | +$450 | ﹤0.01% | 991 |
|
|
2023
Q2 | $3.7K | Sell |
164
-15
| -8% | -$339 | ﹤0.01% | 976 |
|
|
2023
Q1 | $3.18K | Hold |
179
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q4 | $3.23K | Buy |
179
+23
| +15% | +$415 | ﹤0.01% | 1033 |
|
|
2022
Q3 | $3K | Buy |
156
+54
| +53% | +$1.04K | ﹤0.01% | 980 |
|
|
2022
Q2 | $1K | Buy |
+102
| New | +$1K | ﹤0.01% | 1625 |
|