Carson Wealth (CWM LLC)’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.2M | Buy |
|
|||||
|
2025
Q2 | $6.76M | Buy |
|
|||||
|
2025
Q1 | $1.69M | Buy |
|
|||||
|
2024
Q4 | $1.05M | Buy |
|
|||||
|
2024
Q3 | $1.02M | Buy |
|
|||||
|
2024
Q2 | $722K | Sell |
|
|||||
|
2024
Q1 | $950K | Buy |
|
|||||
|
2023
Q4 | $384K | Buy |
|
|||||
|
2023
Q3 | $175K | Buy |
|
|||||
|
2023
Q2 | $126K | Sell |
|
|||||
|
2023
Q1 | $140K | Buy |
|
|||||
|
2022
Q4 | $24K | Buy |
|
|||||
|
2022
Q3 | $14K | Buy |
|
|||||
|
2022
Q2 | $8K | Sell |
|
|||||
|
2022
Q1 | $15K | Buy |
|
|||||
|
2021
Q4 | $9K | Buy |
|
|||||
|
2021
Q2 | $6K | Hold |
|
|||||
|
2021
Q1 | $6K | Hold |
|
|||||
|
2020
Q4 | $6K | Hold |
|
|||||
|
2020
Q3 | $6K | Hold |
|
|||||
|
2020
Q2 | $6K | Hold |
|
|||||
|
2020
Q1 | $6K | Hold |
|
|||||
|
2019
Q4 | $6K | Hold |
|
|||||
|
2019
Q3 | $6K | Hold |
|
|||||
|
2019
Q2 | $6K | Hold |
|
|||||
|
2019
Q1 | $6K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $0 | Sell |
|
|||||
|
2018
Q2 | $1K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $156K | Hold |
|
|||||
|
2017
Q3 | $135K | Buy |
|