Cary Street Partners Investment Advisory’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Buy |
306
+130
| +74% | +$5.76K | 0.01% | 504 |
|
|
2025
Q1 | $5.84K | Buy |
176
+171
| +3,420% | +$5.67K | ﹤0.01% | 513 |
|
|
2024
Q4 | $182 | Sell |
5
-12,538
| -100% | -$456K | ﹤0.01% | 510 |
|
|
2024
Q3 | $355K | Sell |
12,543
-2,965
| -19% | -$83.9K | 0.01% | 580 |
|
|
2024
Q2 | $400K | Buy |
15,508
+48
| +0.3% | +$1.24K | 0.02% | 524 |
|
|
2024
Q1 | $385K | Hold |
15,460
| – | – | 0.02% | 510 |
|
|
2023
Q4 | $282K | Hold |
15,460
| – | – | 0.01% | 540 |
|
|
2023
Q3 | $290K | Buy |
+15,460
| New | +$290K | 0.02% | 488 |
|