WIA
Westbourne Investment Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.7M | Sell |
218,974
-1,875
| -0.8% | -$83K | 2.94% | 11 |
|
|
2025
Q1 | $7.33M | Sell |
220,849
-4,208
| -2% | -$140K | 2.6% | 13 |
|
|
2024
Q4 | $8.2M | Sell |
225,057
-9,128
| -4% | -$333K | 2.81% | 10 |
|
|
2024
Q3 | $6.63M | Buy |
234,185
+3,106
| +1% | +$87.9K | 2.32% | 12 |
|
|
2024
Q2 | $5.96M | Sell |
231,079
-1,044
| -0.4% | -$26.9K | 2.16% | 13 |
|
|
2024
Q1 | $5.79M | Buy |
232,123
+8,696
| +4% | +$217K | 2.13% | 17 |
|
|
2023
Q4 | $4.08M | Buy |
223,427
+30,873
| +16% | +$564K | 1.63% | 24 |
|
|
2023
Q3 | $3.61M | Buy |
192,554
+18,571
| +11% | +$348K | 1.66% | 23 |
|
|
2023
Q2 | $3.93M | Buy |
173,983
+6,177
| +4% | +$139K | 1.76% | 22 |
|
|
2023
Q1 | $2.98M | Buy |
167,806
+24,344
| +17% | +$432K | 1.44% | 25 |
|
|
2022
Q4 | $2.59M | Buy |
143,462
+7,887
| +6% | +$142K | 1.31% | 27 |
|
|
2022
Q3 | $2.27M | Buy |
135,575
+4,657
| +4% | +$77.9K | 1.2% | 26 |
|
|
2022
Q2 | $1.69M | Buy |
+130,918
| New | +$1.69M | 1.05% | 27 |
|