Cerity Partners’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
$3.06M Buy
2025
Q2
$3.61M Buy
2025
Q1
$2.18M Sell
2024
Q4
$2.67M Buy
2024
Q3
$2.02M Buy
2024
Q2
$1.23M Sell
2024
Q1
$1.2M Sell
2023
Q4
$1.11M Buy
2023
Q3
$384K Sell
2023
Q2
$689K Sell
2023
Q1
$543K Sell
2022
Q4
$652K Buy