Capital Group Private Client Services’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.5M Sell
597,313
-46,571
-7% -$2.06M 0.23% 99
2025
Q1
$21.4M Sell
643,884
-519,118
-45% -$17.2M 0.21% 103
2024
Q4
$42.4M Sell
1,163,002
-12,294
-1% -$448K 0.39% 71
2024
Q3
$33.3M Sell
1,175,296
-20,921
-2% -$592K 0.32% 82
2024
Q2
$30.8M Buy
1,196,217
+455,482
+61% +$11.7M 0.31% 84
2024
Q1
$18.5M Buy
+740,735
New +$18.5M 0.19% 116