GWA
GGM Wealth Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-702,318
| Closed | -$13.2M | – | 145 |
|
|
2023
Q3 | $13.2M | Hold |
702,318
| – | – | 5.69% | 2 |
|
|
2023
Q2 | $16.5M | Hold |
702,318
| – | – | 6.69% | 2 |
|
|
2023
Q1 | $12.5M | Sell |
702,318
-39,000
| -5% | -$692K | 7.12% | 2 |
|
|
2022
Q4 | $12.9M | Hold |
741,318
| – | – | 6.66% | 2 |
|
|
2022
Q3 | $16.5M | Hold |
741,318
| – | – | 8.9% | 1 |
|
|
2022
Q2 | $10.7M | Hold |
741,318
| – | – | 5.96% | 1 |
|
|
2022
Q1 | $15M | Buy |
741,318
+661,921
| +834% | +$13.4M | 7.5% | 1 |
|
|
2021
Q4 | $2.36M | Buy |
+79,397
| New | +$2.36M | 1.87% | 11 |
|