Envestnet Portfolio Solutions’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$521K Sell
19,648
-3,328
-14% -$99.3K ﹤0.01% 883
2025
Q4
$816K Sell
22,976
-3,576
-13% -$129K ﹤0.01% 838
2025
Q3
$969K Buy
26,552
+9,855
+59% +$428K ﹤0.01% 750
2025
Q2
$740K Buy
16,697
+1,164
+7% +$45.7K ﹤0.01% 922
2025
Q1
$515K Sell
15,533
-4,434
-22% -$166K ﹤0.01% 1038
2024
Q4
$728K Buy
19,967
+1,236
+7% +$43.4K ﹤0.01% 1064
2024
Q3
$530K Buy
18,731
+338
+2% +$8.56K ﹤0.01% 1174
2024
Q2
$474K Buy
18,393
+5,793
+46% +$140K ﹤0.01% 1167
2024
Q1
$314K Sell
12,600
-1,385
-10% -$28.7K ﹤0.01% 1330
2023
Q4
$255K Buy
13,985
+774
+6% +$12.7K ﹤0.01% 1377
2023
Q3
$247K Buy
+13,211
New +$287K ﹤0.01% 1329

Other funds holding TOST