Envestnet Portfolio Solutions’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Buy |
16,697
+1,164
| +7% | +$51.6K | ﹤0.01% | 922 |
|
|
2025
Q1 | $515K | Sell |
15,533
-4,434
| -22% | -$147K | ﹤0.01% | 1038 |
|
|
2024
Q4 | $728K | Buy |
19,967
+1,236
| +7% | +$45.1K | ﹤0.01% | 1064 |
|
|
2024
Q3 | $530K | Buy |
18,731
+338
| +2% | +$9.57K | ﹤0.01% | 1174 |
|
|
2024
Q2 | $474K | Buy |
18,393
+5,793
| +46% | +$149K | ﹤0.01% | 1167 |
|
|
2024
Q1 | $314K | Sell |
12,600
-1,385
| -10% | -$34.5K | ﹤0.01% | 1330 |
|
|
2023
Q4 | $255K | Buy |
13,985
+774
| +6% | +$14.1K | ﹤0.01% | 1377 |
|
|
2023
Q3 | $247K | Buy |
+13,211
| New | +$247K | ﹤0.01% | 1329 |
|