Sheets Smith Wealth Management’s Toast TOST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$617K Hold
13,939
0.07% 250
2025
Q1
$462K Sell
13,939
-4,559
-25% -$151K 0.06% 261
2024
Q4
$674K Buy
+18,498
New +$674K 0.08% 207