Kovitz Investment Group Partners’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
32,337
+8,769
+37% +$388K 0.01% 712
2025
Q1
$782K Buy
+23,568
New +$782K ﹤0.01% 797