Wealth Enhancement Advisory 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 | $1.4M | Buy |
32,217
+6,111
| +23% | +$266K | ﹤0.01% | 1541 |
|
|
2025
Q1 | $866K | Buy |
26,106
+3,355
| +15% | +$111K | ﹤0.01% | 1669 |
|
|
2024
Q4 | $829K | Buy |
22,751
+3,713
| +20% | +$135K | ﹤0.01% | 1634 |
|
|
2024
Q3 | $539K | Sell |
19,038
-8,666
| -31% | -$245K | ﹤0.01% | 1772 |
|
|
2024
Q2 | $714K | Sell |
27,704
-18,658
| -40% | -$481K | ﹤0.01% | 1434 |
|
|
2024
Q1 | $1.16M | Buy |
46,362
+8,095
| +21% | +$202K | ﹤0.01% | 1169 |
|
|
2023
Q4 | $699K | Sell |
38,267
-10,486
| -22% | -$191K | ﹤0.01% | 1320 |
|
|
2023
Q3 | $913K | Buy |
+48,753
| New | +$913K | ﹤0.01% | 1138 |
|