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