Envestnet Asset Management’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
449,771
+79,968
| +22% | +$3.54M | 0.01% | 1262 |
|
|
2025
Q1 | $12.3M | Buy |
369,803
+54,093
| +17% | +$1.79M | ﹤0.01% | 1530 |
|
|
2024
Q4 | $11.5M | Sell |
315,710
-187
| -0.1% | -$6.82K | ﹤0.01% | 1542 |
|
|
2024
Q3 | $8.94M | Sell |
315,897
-17,116
| -5% | -$485K | ﹤0.01% | 1709 |
|
|
2024
Q2 | $8.58M | Buy |
333,013
+105,739
| +47% | +$2.72M | ﹤0.01% | 1656 |
|
|
2024
Q1 | $5.66M | Buy |
227,274
+19,236
| +9% | +$479K | ﹤0.01% | 1896 |
|
|
2023
Q4 | $3.8M | Sell |
208,038
-54,930
| -21% | -$1M | ﹤0.01% | 2071 |
|
|
2023
Q3 | $4.93M | Buy |
262,968
+198,192
| +306% | +$3.71M | ﹤0.01% | 1807 |
|
|
2023
Q2 | $1.46M | Buy |
64,776
+33,264
| +106% | +$751K | ﹤0.01% | 2483 |
|
|
2023
Q1 | $559K | Sell |
31,512
-43,432
| -58% | -$771K | ﹤0.01% | 3063 |
|
|
2022
Q4 | $1.35M | Buy |
74,944
+18,009
| +32% | +$325K | ﹤0.01% | 2427 |
|
|
2022
Q3 | $952K | Buy |
+56,935
| New | +$952K | ﹤0.01% | 2606 |
|