Carson Wealth (CWM LLC)’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $401K | Buy |
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|
2025
Q2 | $378K | Sell |
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|
2025
Q1 | $290K | Buy |
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|
2024
Q4 | $181K | Buy |
|
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|
2024
Q3 | $139K | Sell |
|
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|
2024
Q2 | $232K | Buy |
|
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|
2024
Q1 | $179K | Buy |
|
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|
2023
Q4 | $44K | Sell |
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|
2023
Q3 | $66K | Sell |
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|
2023
Q2 | $81K | Buy |
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|
2023
Q1 | $47K | Buy |
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|
2022
Q4 | $24K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $1K | Buy |
|