Integrated Wealth Concepts’s Toast TOST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$279K	Buy	+6,291	New	+$279K	﹤0.01%	1589
2024 Q2	–	Sell	-42,373	Closed	-$1.06M	–	1711
2024 Q1	$1.06M	Buy	42,373 +997	+2%	+$24.8K	0.02%	729
2023 Q4	$756K	Buy	+41,376	New	+$756K	0.01%	831