XWM
TOST icon

Xcel Wealth Management’s Toast TOST Stock Holding History

Xcel Wealth Management’s Portfolio TOST Stock Details TOST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.47M Buy
78,396
+4,089
+6% +$181K 0.99% 29
2025
Q1 		$2.46M Buy
+74,307
New +$2.46M 0.77% 32