Corient Private Wealth
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Corient Private Wealth’s Toast TOST Stock Holding History

Corient Private Wealth’s Portfolio TOST Stock Details TOST Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.32M Buy
2025
Q2 		$1.01M Buy
2025
Q1 		$334K Sell
2024
Q4 		$396K Sell
2024
Q3 		$445K Buy
2024
Q2 		$299K Sell
2024
Q1 		$297K Buy
2023
Q4 		– Sell
2023
Q3 		$733K Buy
2023
Q2 		$769K Buy
2023
Q1 		$315K Buy