Montag & Associates’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.5K | Sell |
1,004
-700
| -41% | -$31K | ﹤0.01% | 597 |
|
|
2025
Q1 | $56.5K | Buy |
1,704
+1,574
| +1,211% | +$52.2K | ﹤0.01% | 592 |
|
|
2024
Q4 | $4.74K | Sell |
130
-800
| -86% | -$29.2K | ﹤0.01% | 844 |
|
|
2024
Q3 | $26.3K | Hold |
930
| – | – | ﹤0.01% | 699 |
|
|
2024
Q2 | $24K | Buy |
+930
| New | +$24K | ﹤0.01% | 687 |
|