Spire 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
$235K Buy
5,315
+4,565
+609% +$202K 0.01% 720
2025
Q1
$24.9K Sell
750
-450
-38% -$14.9K ﹤0.01% 1533
2024
Q4
$43.7K Buy
1,200
+100
+9% +$3.65K ﹤0.01% 1325
2024
Q3
$31.1K Sell
1,100
-701
-39% -$19.8K ﹤0.01% 1292
2024
Q2
$46.4K Sell
1,801
-5,295
-75% -$136K ﹤0.01% 1151
2024
Q1
$177K Buy
7,096
+5,478
+339% +$137K ﹤0.01% 804
2023
Q4
$28.1K Sell
1,618
-220
-12% -$3.82K ﹤0.01% 1415
2023
Q3
$34.4K Buy
1,838
+1,522
+482% +$28.5K ﹤0.01% 1305
2023
Q2
$7.13K Sell
316
-1,980
-86% -$44.7K ﹤0.01% 1906
2023
Q1
$40.8K Buy
2,296
+2,196
+2,196% +$39K ﹤0.01% 1281
2022
Q4
$2K Hold
100
﹤0.01% 2113
2022
Q3
$2K Hold
100
﹤0.01% 2000
2022
Q2
$1K Buy
+100
New +$1K ﹤0.01% 2581