Focused Wealth Management’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$276K Hold
2025
Q1
$206K Hold
2024
Q4
$227K Buy
2024
Q2
Sell
2024
Q1
$133K Hold
2023
Q4
$97.2K Sell
2023
Q3
$103K Hold
2023
Q2
$124K Hold
2023
Q1
$97.6K Hold
2022
Q4
$99.1K Hold
2022
Q3
$92K Hold
2022
Q2
$71K Buy
2022
Q1
$113K Buy
2021
Q4
$168K Buy
2021
Q3
$70K Buy