Carson Wealth (CWM LLC)’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
8,530
-202
| -2% | -$8.95K | ﹤0.01% | 1728 |
|
|
2025
Q1 | $290K | Buy |
8,732
+3,777
| +76% | +$125K | ﹤0.01% | 1689 |
|
|
2024
Q4 | $181K | Buy |
4,955
+34
| +0.7% | +$1.24K | ﹤0.01% | 1888 |
|
|
2024
Q3 | $139K | Sell |
4,921
-4,064
| -45% | -$115K | ﹤0.01% | 1981 |
|
|
2024
Q2 | $232K | Buy |
8,985
+1,813
| +25% | +$46.8K | ﹤0.01% | 1508 |
|
|
2024
Q1 | $179K | Buy |
7,172
+4,785
| +200% | +$119K | ﹤0.01% | 1562 |
|
|
2023
Q4 | $44K | Sell |
2,387
-1,133
| -32% | -$20.9K | ﹤0.01% | 2253 |
|
|
2023
Q3 | $66K | Sell |
3,520
-50
| -1% | -$938 | ﹤0.01% | 1903 |
|
|
2023
Q2 | $81K | Buy |
3,570
+929
| +35% | +$21.1K | ﹤0.01% | 1679 |
|
|
2023
Q1 | $47K | Buy |
2,641
+1,287
| +95% | +$22.9K | ﹤0.01% | 1909 |
|
|
2022
Q4 | $24K | Buy |
1,354
+1,210
| +840% | +$21.4K | ﹤0.01% | 2249 |
|
|
2022
Q3 | $2K | Buy |
144
+74
| +106% | +$1.03K | ﹤0.01% | 3537 |
|
|
2022
Q2 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 3632 |
|