Pathstone Holdings’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.86M Buy
64,627
+3,886
+6% +$172K 0.01% 794
2025
Q1
$2.01M Sell
60,741
-2,257
-4% -$74.9K 0.01% 982
2024
Q4
$2.3M Sell
62,998
-14,403
-19% -$525K 0.01% 896
2024
Q3
$2.19M Sell
77,401
-1,199
-2% -$33.9K 0.01% 916
2024
Q2
$2.03M Buy
78,600
+63,343
+415% +$1.63M 0.01% 914
2024
Q1
$380K Buy
15,257
+506
+3% +$12.6K ﹤0.01% 1805
2023
Q4
$269K Buy
+14,751
New +$269K ﹤0.01% 1896