CIBC Private Wealth Group’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
6,907
+12
| +0.2% | +$531 | ﹤0.01% | 971 |
|
|
2025
Q1 | $207K | Buy |
6,895
+897
| +15% | +$26.9K | ﹤0.01% | 1071 |
|
|
2024
Q4 | $223K | Buy |
5,998
+2,011
| +50% | +$74.8K | ﹤0.01% | 1120 |
|
|
2024
Q3 | $113K | Sell |
3,987
-920
| -19% | -$26K | ﹤0.01% | 1424 |
|
|
2024
Q2 | $125K | Buy |
4,907
+1,942
| +65% | +$49.3K | ﹤0.01% | 1314 |
|
|
2024
Q1 | $72.1K | Buy |
+2,965
| New | +$72.1K | ﹤0.01% | 1518 |
|
|
2023
Q3 | – | Sell |
-11,817
| Closed | -$267K | – | 1129 |
|
|
2023
Q2 | $267K | Hold |
11,817
| – | – | ﹤0.01% | 793 |
|
|
2023
Q1 | $779K | Buy |
11,817
+328
| +3% | +$21.6K | ﹤0.01% | 645 |
|
|
2022
Q4 | $207K | Buy |
+11,489
| New | +$207K | ﹤0.01% | 725 |
|