Whittier Trust’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Sell |
2,557
-19
| -0.7% | -$841 | ﹤0.01% | 764 |
|
|
2025
Q1 | $85.4K | Buy |
2,576
+200
| +8% | +$6.63K | ﹤0.01% | 812 |
|
|
2024
Q4 | $86.6K | Buy |
2,376
+97
| +4% | +$3.54K | ﹤0.01% | 825 |
|
|
2024
Q3 | $64.5K | Hold |
2,279
| – | – | ﹤0.01% | 883 |
|
|
2024
Q2 | $58.7K | Buy |
2,279
+887
| +64% | +$22.9K | ﹤0.01% | 882 |
|
|
2024
Q1 | $34.7K | Hold |
1,392
| – | – | ﹤0.01% | 1007 |
|
|
2023
Q4 | $25.4K | Sell |
1,392
-268
| -16% | -$4.89K | ﹤0.01% | 1047 |
|
|
2023
Q3 | $31.1K | Hold |
1,660
| – | – | ﹤0.01% | 1024 |
|
|
2023
Q2 | $37.4K | Hold |
1,660
| – | – | ﹤0.01% | 995 |
|
|
2023
Q1 | $29.5K | Buy |
1,660
+1,303
| +365% | +$23.1K | ﹤0.01% | 1070 |
|
|
2022
Q4 | $6.43K | Buy |
+357
| New | +$6.43K | ﹤0.01% | 1360 |
|