Focused Wealth 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 | $276K | Hold |
6,221
| – | – | 0.03% | 132 |
|
|
2025
Q1 | $206K | Hold |
6,221
| – | – | 0.03% | 152 |
|
|
2024
Q4 | $227K | Buy |
+6,221
| New | +$227K | 0.03% | 141 |
|
|
2024
Q2 | – | Sell |
-5,321
| Closed | -$133K | – | 208 |
|
|
2024
Q1 | $133K | Hold |
5,321
| – | – | 0.02% | 149 |
|
|
2023
Q4 | $97.2K | Sell |
5,321
-175
| -3% | -$3.2K | 0.02% | 202 |
|
|
2023
Q3 | $103K | Hold |
5,496
| – | – | 0.02% | 192 |
|
|
2023
Q2 | $124K | Hold |
5,496
| – | – | 0.02% | 181 |
|
|
2023
Q1 | $97.6K | Hold |
5,496
| – | – | 0.02% | 202 |
|
|
2022
Q4 | $99.1K | Hold |
5,496
| – | – | 0.02% | 195 |
|
|
2022
Q3 | $92K | Hold |
5,496
| – | – | 0.02% | 189 |
|
|
2022
Q2 | $71K | Buy |
5,496
+300
| +6% | +$3.88K | 0.01% | 236 |
|
|
2022
Q1 | $113K | Buy |
5,196
+350
| +7% | +$7.61K | 0.02% | 196 |
|
|
2021
Q4 | $168K | Buy |
4,846
+3,446
| +246% | +$119K | 0.03% | 197 |
|
|
2021
Q3 | $70K | Buy |
+1,400
| New | +$70K | 0.01% | 335 |
|