GeoWealth 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	$25.9K	Buy	584 +92	+19%	+$4.08K	﹤0.01%	1032
2025 Q1	$16.3K	Buy	492 +113	+30%	+$3.75K	﹤0.01%	981
2024 Q4	$13.8K	Buy	+379	New	+$13.8K	﹤0.01%	1449