Crewe Advisors’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
5,011
| – | – | 0.03% | 142 |
|
|
2025
Q1 | $166K | Hold |
5,011
| – | – | 0.02% | 156 |
|
|
2024
Q4 | $183K | Buy |
5,011
+11
| +0.2% | +$401 | 0.03% | 150 |
|
|
2024
Q3 | $142K | Hold |
5,000
| – | – | 0.02% | 185 |
|
|
2024
Q2 | $129K | Hold |
5,000
| – | – | 0.01% | 237 |
|
|
2024
Q1 | $125K | Buy |
+5,000
| New | +$125K | 0.01% | 241 |
|