Cerity Partners’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
81,574
+15,774
| +24% | +$699K | 0.01% | 958 |
|
|
2025
Q1 | $2.18M | Sell |
65,800
-8,131
| -11% | -$270K | ﹤0.01% | 1080 |
|
|
2024
Q4 | $2.67M | Buy |
73,931
+2,405
| +3% | +$86.9K | 0.01% | 976 |
|
|
2024
Q3 | $2.02M | Buy |
71,526
+23,955
| +50% | +$678K | ﹤0.01% | 1083 |
|
|
2024
Q2 | $1.23M | Sell |
47,571
-449
| -0.9% | -$11.6K | ﹤0.01% | 1131 |
|
|
2024
Q1 | $1.2M | Sell |
48,020
-12,560
| -21% | -$313K | ﹤0.01% | 1198 |
|
|
2023
Q4 | $1.11M | Buy |
60,580
+40,068
| +195% | +$732K | ﹤0.01% | 944 |
|
|
2023
Q3 | $384K | Sell |
20,512
-10,012
| -33% | -$188K | ﹤0.01% | 1061 |
|
|
2023
Q2 | $689K | Sell |
30,524
-60
| -0.2% | -$1.35K | ﹤0.01% | 1052 |
|
|
2023
Q1 | $543K | Sell |
30,584
-5,605
| -15% | -$99.5K | ﹤0.01% | 1261 |
|
|
2022
Q4 | $652K | Buy |
+36,189
| New | +$652K | ﹤0.01% | 828 |
|