Ballentine Partners’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 | $257K | Buy |
2,256
+267
| +13% | +$30.5K | ﹤0.01% | 758 |
|
2025
Q1 | $210K | Buy |
1,989
+147
| +8% | +$15.5K | ﹤0.01% | 786 |
|
2024
Q4 | $232K | Buy |
1,842
+26
| +1% | +$3.28K | ﹤0.01% | 720 |
|
2024
Q3 | $281K | Sell |
1,816
-8
| -0.4% | -$1.24K | ﹤0.01% | 617 |
|
2024
Q2 | $210K | Buy |
1,824
+118
| +7% | +$13.6K | ﹤0.01% | 683 |
|
2024
Q1 | $221K | Buy |
+1,706
| New | +$221K | ﹤0.01% | 636 |
|