AE Wealth Management’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
2,714
+10
| +0.4% | +$1.14K | ﹤0.01% | 1110 |
|
|
2025
Q1 | $285K | Buy |
+2,704
| New | +$285K | ﹤0.01% | 1112 |
|
|
2024
Q1 | – | Sell |
-4,472
| Closed | -$440K | – | 1905 |
|
|
2023
Q4 | $440K | Buy |
4,472
+179
| +4% | +$17.6K | ﹤0.01% | 1514 |
|
|
2023
Q3 | $318K | Sell |
4,293
-7,019
| -62% | -$519K | ﹤0.01% | 1586 |
|
|
2023
Q2 | $894K | Buy |
11,312
+568
| +5% | +$44.9K | 0.01% | 1135 |
|
|
2023
Q1 | $645K | Buy |
+10,744
| New | +$645K | ﹤0.01% | 1229 |
|
|
2021
Q4 | – | Sell |
-6,103
| Closed | -$337K | – | 1773 |
|
|
2021
Q3 | $337K | Buy |
6,103
+1,404
| +30% | +$77.5K | ﹤0.01% | 1318 |
|
|
2021
Q2 | $272K | Buy |
4,699
+1,162
| +33% | +$67.3K | ﹤0.01% | 1383 |
|
|
2021
Q1 | $201K | Buy |
+3,537
| New | +$201K | ﹤0.01% | 1403 |
|