Xcel Wealth Management, LLC TOST Holdings History
Xcel Wealth Management, LLC's Toast Inc Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 74,307.00 shares of Toast Inc(TOST), totaling $2.46 Mil. This investment constitutes 0.77% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0.01% of the outstanding Toast Inc(TOST) stock.
The initial trade took place in 2025Q1. And since then Xcel Wealth Management, LLC has made 1 purchases of TOST, at an average price of $37.44, for a total of 74,307.00 shares. Based on historical transaction data and TOST's current price of $43.39, Xcel Wealth Management, LLC's estimated gain on his TOST holdings is $442,126.65, reflecting a 15.89% gain to date.
Xcel Wealth Management, LLC TOST ($43.39) Holding Chart
Xcel Wealth Management, LLC TOST ($43.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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