Bank Julius Baer & Co’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11M | Buy |
80,951
+911
| +1% | +$134K | 0.03% | 174 |
|
|
2025
Q4 | $10.8M | Sell |
80,040
-7,398
| -8% | -$1M | 0.03% | 176 |
|
|
2025
Q3 | $12.1M | Sell |
87,438
-1,521
| -2% | -$199K | 0.03% | 179 |
|
|
2025
Q2 | $10.2M | Buy |
88,959
+2,816
| +3% | +$292K | 0.03% | 186 |
|
|
2025
Q1 | $9.1M | Buy |
86,143
+10,077
| +13% | +$1.21M | 0.03% | 201 |
|
|
2024
Q4 | $10.6M | Buy |
76,066
+6,413
| +9% | +$952K | 0.03% | 200 |
|
|
2024
Q3 | $12.8M | Sell |
69,653
-34,323
| -33% | -$4.65M | 0.04% | 171 |
|
|
2024
Q2 | $13.3M | Sell |
103,976
-11,463
| -10% | -$1.39M | 0.05% | 148 |
|
|
2024
Q1 | $14.9M | Buy |
115,439
+27,528
| +31% | +$3M | 0.06% | 152 |
|
|
2023
Q4 | $9.04M | Buy |
87,911
+8,044
| +10% | +$670K | 0.04% | 185 |
|
|
2023
Q3 | $5.91M | Buy |
79,867
+274
| +0.3% | +$21.6K | 0.03% | 170 |
|
|
2023
Q2 | $6.29M | Buy |
79,593
+3,683
| +5% | +$247K | 0.04% | 170 |
|
|
2023
Q1 | $4.56M | Sell |
75,910
-5,143
| -6% | -$297K | 0.03% | 183 |
|
|
2022
Q4 | $4.05M | Sell |
81,053
-467,313
| -85% | -$21.5M | 0.03% | 189 |
|
|
2022
Q3 | $23M | Sell |
548,366
-39,503
| -7% | -$1.83M | 0.18% | 98 |
|
|
2022
Q2 | $26.2M | Sell |
587,869
-4,356
| -0.7% | -$204K | 0.19% | 93 |
|
|
2022
Q1 | $27.8M | Buy |
592,225
+36,808
| +7% | +$2.06M | 0.17% | 95 |
|
|
2021
Q4 | $40.2M | Sell |
555,417
-1,938
| -0.3% | -$125K | 0.21% | 83 |
|
|
2021
Q3 | $30.8M | Buy |
557,355
+9,491
| +2% | +$561K | 0.19% | 91 |
|
|
2021
Q2 | $31.7M | Buy |
547,864
+26,126
| +5% | +$1.59M | 0.2% | 92 |
|
|
2021
Q1 | $29.6M | Sell |
521,738
-22,660
| -4% | -$1.19M | 0.22% | 93 |
|
|
2020
Q4 | $23.7M | Sell |
544,398
-365,927
| -40% | -$17M | 0.19% | 91 |
|
|
2020
Q3 | $44.3M | Sell |
910,325
-93,281
| -9% | -$3.77M | 0.43% | 54 |
|
|
2020
Q2 | $32.7M | Sell |
1,003,606
-92,057
| -8% | -$2.52M | 0.38% | 59 |
|
|
2020
Q1 | $21.1M | Buy |
+1,095,663
| New | +$41.5M | 0.49% | 59 |
|
Other funds holding TOL
GA
VCM
VPM