NewEdge 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 | $2.84M | Buy |
64,084
+46,652
| +268% | +$2.07M | 0.01% | 778 |
|
|
2025
Q1 | $578K | Buy |
17,432
+16,379
| +1,555% | +$543K | ﹤0.01% | 1504 |
|
|
2024
Q4 | $38.4K | Hold |
1,053
| – | – | ﹤0.01% | 2609 |
|
|
2024
Q3 | $29.8K | Hold |
1,053
| – | – | ﹤0.01% | 2599 |
|
|
2024
Q2 | $27.1K | Buy |
1,053
+113
| +12% | +$2.91K | ﹤0.01% | 2533 |
|
|
2024
Q1 | $23.4K | Hold |
940
| – | – | ﹤0.01% | 2581 |
|
|
2023
Q4 | $17.2K | Sell |
940
-5,232
| -85% | -$95.5K | ﹤0.01% | 2631 |
|
|
2023
Q3 | $116K | Buy |
6,172
+6,001
| +3,509% | +$112K | ﹤0.01% | 1786 |
|
|
2023
Q2 | $3.86K | Buy |
171
+95
| +125% | +$2.14K | ﹤0.01% | 2893 |
|
|
2023
Q1 | $1.35K | Hold |
76
| – | – | ﹤0.01% | 3111 |
|
|
2022
Q4 | $1 | Buy |
+76
| New | +$1 | ﹤0.01% | 4042 |
|