Mercer Global Advisors’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Buy |
148,300
+18,892
| +15% | +$837K | 0.01% | 478 |
|
|
2025
Q1 | $4.29M | Sell |
129,408
-2,562
| -2% | -$85K | 0.01% | 591 |
|
|
2024
Q4 | $4.81M | Buy |
131,970
+76,075
| +136% | +$2.77M | 0.01% | 545 |
|
|
2024
Q3 | $1.6M | Buy |
55,895
+2,542
| +5% | +$72.6K | ﹤0.01% | 840 |
|
|
2024
Q2 | $1.37M | Buy |
53,353
+4,950
| +10% | +$128K | ﹤0.01% | 832 |
|
|
2024
Q1 | $1.21M | Buy |
48,403
+9,514
| +24% | +$237K | ﹤0.01% | 888 |
|
|
2023
Q4 | $710K | Buy |
38,889
+20,502
| +112% | +$374K | ﹤0.01% | 1128 |
|
|
2023
Q3 | $344K | Buy |
18,387
+5,895
| +47% | +$110K | ﹤0.01% | 1446 |
|
|
2023
Q2 | $282K | Buy |
+12,492
| New | +$282K | ﹤0.01% | 1546 |
|
|
2023
Q1 | – | Sell |
-37,905
| Closed | -$683K | – | 2048 |
|
|
2022
Q4 | $683K | Buy |
37,905
+1,324
| +4% | +$23.9K | ﹤0.01% | 1068 |
|
|
2022
Q3 | $612K | Buy |
+36,581
| New | +$612K | ﹤0.01% | 1046 |
|