CPWM
TOST icon

Cypress Point Wealth Management’s Toast TOST Stock Holding History

Cypress Point Wealth Management’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-15,346
Closed -$346K – 54
2023
Q2 		$346K Hold
15,346
– – 0.37% 36
2023
Q1 		$272K Hold
15,346
– – 0.38% 36
2022
Q4 		$277K Hold
15,346
– – 0.43% 33
2022
Q3 		$257K Buy
+15,346
New +$266K 0.48% 21

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