Wealth Enhancement Advisory Services’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$893K Sell
2025
Q3
$1.1M Sell
2025
Q2
$1.4M Buy
2025
Q1
$866K Buy
2024
Q4
$829K Buy
2024
Q3
$539K Sell
2024
Q2
$714K Sell
2024
Q1
$1.16M Buy
2023
Q4
$699K Sell
2023
Q3
$913K Buy