HM Payson & Co’s Toast TOST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $247K | Sell |
7,432
-800
| -10% | -$26.5K | ﹤0.01% | 379 |
|
2024
Q4 | $300K | Buy |
8,232
+582
| +8% | +$21.2K | 0.01% | 352 |
|
2024
Q3 | $217K | Hold |
7,650
| – | – | ﹤0.01% | 399 |
|
2024
Q2 | $197K | Sell |
7,650
-400
| -5% | -$10.3K | ﹤0.01% | 402 |
|
2024
Q1 | $201K | Sell |
8,050
-200
| -2% | -$4.98K | ﹤0.01% | 401 |
|
2023
Q4 | $151K | Buy |
8,250
+8,050
| +4,025% | +$147K | ﹤0.01% | 426 |
|
2023
Q3 | $3.75K | Buy |
+200
| New | +$3.75K | ﹤0.01% | 896 |
|
2022
Q1 | – | Sell |
-591
| Closed | -$21K | – | 1155 |
|
2021
Q4 | $21K | Buy |
+591
| New | +$21K | ﹤0.01% | 757 |
|