Venturi 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
Q1 | – | Sell |
-439
| Closed | -$16K | – | 1712 |
|
|
2024
Q4 | $16K | Buy |
439
+121
| +38% | +$4.41K | ﹤0.01% | 1320 |
|
|
2024
Q3 | $9K | Hold |
318
| – | – | ﹤0.01% | 1218 |
|
|
2024
Q2 | $8.2K | Hold |
318
| – | – | ﹤0.01% | 1141 |
|
|
2024
Q1 | $7.93K | Sell |
318
-67
| -17% | -$1.67K | ﹤0.01% | 980 |
|
|
2023
Q4 | $7.03K | Hold |
385
| – | – | ﹤0.01% | 952 |
|
|
2023
Q3 | $7.21K | Buy |
+385
| New | +$7.21K | ﹤0.01% | 868 |
|