Bogart Wealth LLC’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
2,589
+16
| +0.6% | +$709 | ﹤0.01% | 316 |
|
|
2025
Q1 | $85.3K | Sell |
2,573
-14
| -0.5% | -$464 | ﹤0.01% | 322 |
|
|
2024
Q4 | $94.3K | Buy |
2,587
+14
| +0.5% | +$510 | ﹤0.01% | 321 |
|
|
2024
Q3 | $72.8K | Sell |
2,573
-1,500
| -37% | -$42.5K | ﹤0.01% | 345 |
|
|
2024
Q2 | $105K | Buy |
4,073
+30
| +0.7% | +$773 | 0.01% | 292 |
|
|
2024
Q1 | $101K | Hold |
4,043
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $73.8K | Hold |
4,043
| – | – | ﹤0.01% | 309 |
|
|
2023
Q3 | $75.7K | Buy |
4,043
+400
| +11% | +$7.49K | ﹤0.01% | 278 |
|
|
2023
Q2 | $82.2K | Buy |
+3,643
| New | +$82.2K | 0.01% | 262 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | – | – | 1214 |
|
|
2022
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1179 |
|