LAM
Lewis Asset Management’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
24,649
-6,920
| -22% | -$306K | 0.51% | 48 |
|
|
2025
Q1 | $1.05M | Sell |
31,569
-5,093
| -14% | -$169K | 0.87% | 27 |
|
|
2024
Q4 | $1.34M | Sell |
36,662
-4,017
| -10% | -$146K | 1.02% | 21 |
|
|
2024
Q3 | $1.15M | Buy |
40,679
+1,451
| +4% | +$41.1K | 0.84% | 23 |
|
|
2024
Q2 | $1.01M | Sell |
39,228
-5,770
| -13% | -$149K | 0.77% | 27 |
|
|
2024
Q1 | $1.12M | Buy |
44,998
+6,655
| +17% | +$166K | 0.92% | 23 |
|
|
2023
Q4 | $700K | Buy |
+38,343
| New | +$700K | 0.64% | 34 |
|