Whipplewood Advisors’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.6K Buy
1,007
+966
+2,356% +$42.8K 0.02% 330
2025
Q1
$1.56K Sell
41
-6
-13% -$228 ﹤0.01% 937
2024
Q4
$1.71K Buy
+47
New +$1.71K ﹤0.01% 909