Atria Wealth Solutions’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 | – | Sell |
-3,485
| Closed | -$368K | – | 1883 |
|
2025
Q1 | $368K | Sell |
3,485
-4,465
| -56% | -$471K | ﹤0.01% | 1358 |
|
2024
Q4 | $1M | Buy |
7,950
+3,164
| +66% | +$398K | 0.01% | 914 |
|
2024
Q3 | $739K | Buy |
4,786
+570
| +14% | +$88.1K | 0.01% | 1038 |
|
2024
Q2 | $486K | Buy |
4,216
+1,470
| +54% | +$169K | 0.01% | 1241 |
|
2024
Q1 | $355K | Buy |
2,746
+140
| +5% | +$18.1K | ﹤0.01% | 1437 |
|
2023
Q4 | $268K | Buy |
+2,606
| New | +$268K | ﹤0.01% | 1564 |
|
2023
Q3 | – | Sell |
-2,951
| Closed | -$233K | – | 1965 |
|
2023
Q2 | $233K | Buy |
+2,951
| New | +$233K | ﹤0.01% | 1596 |
|