Icon Wealth Advisors’s Toast TOST Stock Holding History

Icon Wealth Advisors’s Portfolio TOST Stock Details TOST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$173K	Buy
2025 Q1	$115K	Sell
2024 Q4	$256K	Sell
2024 Q3	$214K	Sell
2024 Q2	$290K	Sell
2024 Q1	$338K	Sell
2023 Q4	$257K	Buy