Northwestern Mutual Wealth Management’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
25,831
-10,728
-29% -$475K ﹤0.01% 1129
2025
Q1
$1.21M Buy
36,559
+1,618
+5% +$53.7K ﹤0.01% 1045
2024
Q4
$1.27M Sell
34,941
-3,419
-9% -$125K ﹤0.01% 989
2024
Q3
$1.09M Buy
38,360
+2,392
+7% +$67.7K ﹤0.01% 1029
2024
Q2
$927K Buy
35,968
+421
+1% +$10.8K ﹤0.01% 1050
2024
Q1
$886K Sell
35,547
-12,733
-26% -$317K ﹤0.01% 1045
2023
Q4
$882K Buy
48,280
+15,686
+48% +$286K ﹤0.01% 1019
2023
Q3
$610K Buy
32,594
+4,331
+15% +$81.1K ﹤0.01% 1088
2023
Q2
$638K Sell
28,263
-69
-0.2% -$1.56K ﹤0.01% 1078
2023
Q1
$503K Sell
28,332
-39,801
-58% -$706K ﹤0.01% 1131
2022
Q4
$1.23M Sell
68,133
-306,692
-82% -$5.53M ﹤0.01% 805
2022
Q3
$6.27M Buy
+374,825
New +$6.27M 0.01% 371
2022
Q1
Sell
-15
Closed -$1K 3394
2021
Q4
$1K Buy
+15
New +$1K ﹤0.01% 3068