Pinnacle Wealth Planning Services’s Toast TOST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,790	Closed	-$258K	–	480
2025 Q1	$258K	Buy	7,790 +118	+2%	+$3.91K	0.04%	297
2024 Q4	$280K	Buy	+7,672	New	+$280K	0.04%	269