Independent Family Office’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
271,850
-13,150
| -5% | -$582K | 5.58% | 5 |
|
|
2025
Q1 | $9.45M | Hold |
285,000
| – | – | 4.97% | 5 |
|
|
2024
Q4 | $10.4M | Sell |
285,000
-49,275
| -15% | -$1.8M | 5.4% | 5 |
|
|
2024
Q3 | $9.46M | Hold |
334,275
| – | – | 4.75% | 5 |
|
|
2024
Q2 | $8.61M | Hold |
334,275
| – | – | 4.91% | 5 |
|
|
2024
Q1 | $8.33M | Sell |
334,275
-40,725
| -11% | -$1.01M | 4.47% | 6 |
|
|
2023
Q4 | $6.85M | Hold |
375,000
| – | – | 3.87% | 7 |
|
|
2023
Q3 | $7.02M | Hold |
375,000
| – | – | 4.39% | 6 |
|
|
2023
Q2 | $8.46M | Sell |
375,000
-45,060
| -11% | -$1.02M | 5.13% | 5 |
|
|
2023
Q1 | $7.46M | Hold |
420,060
| – | – | 4.3% | 6 |
|
|
2022
Q4 | $7.57M | Sell |
420,060
-418,000
| -50% | -$7.54M | 4.55% | 5 |
|
|
2022
Q3 | $14M | Buy |
+838,060
| New | +$14M | 6.91% | 3 |
|