Trevian Wealth Management’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$774K Sell
2025
Q1
$772K Hold
2024
Q4
$848K Sell
2024
Q3
$1.4M Buy
2024
Q2
Sell
2024
Q1
$1.45M Hold
2023
Q4
$1.06M Hold
2023
Q3
$1.09M Buy
2023
Q2
Sell
2023
Q1
$1.03M Sell
2022
Q4
$1.05M Hold
2022
Q3
$972K Hold
2022
Q2
$753K Hold
2022
Q1
$1.26M Buy
2021
Q4
$302K Buy