WealthShield Partners’s The Oncology Institute TOI Stock Holding History

WealthShield Partners’s Portfolio TOI Stock Details TOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$245K	Hold
2025 Q2	$144K	Hold
2025 Q1	$80K	Buy
2024 Q2	–	Sell
2024 Q1	$38.1K	Hold
2023 Q4	$49.2K	Buy