Carson Wealth (CWM LLC)’s Toll Brothers TOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Buy |
59,232
+43,185
| +269% | +$4.93M | 0.02% | 505 |
|
|
2025
Q1 | $1.69M | Buy |
16,047
+7,668
| +92% | +$809K | 0.01% | 886 |
|
|
2024
Q4 | $1.06M | Buy |
8,379
+1,777
| +27% | +$224K | ﹤0.01% | 1051 |
|
|
2024
Q3 | $1.02M | Buy |
6,602
+332
| +5% | +$51.3K | ﹤0.01% | 1019 |
|
|
2024
Q2 | $722K | Sell |
6,270
-1,071
| -15% | -$123K | ﹤0.01% | 1052 |
|
|
2024
Q1 | $950K | Buy |
7,341
+3,609
| +97% | +$467K | ﹤0.01% | 877 |
|
|
2023
Q4 | $384K | Buy |
3,732
+1,361
| +57% | +$140K | ﹤0.01% | 1155 |
|
|
2023
Q3 | $175K | Buy |
2,371
+779
| +49% | +$57.5K | ﹤0.01% | 1357 |
|
|
2023
Q2 | $126K | Sell |
1,592
-744
| -32% | -$58.9K | ﹤0.01% | 1449 |
|
|
2023
Q1 | $140K | Buy |
2,336
+1,853
| +384% | +$111K | ﹤0.01% | 1342 |
|
|
2022
Q4 | $24K | Buy |
483
+138
| +40% | +$6.86K | ﹤0.01% | 2248 |
|
|
2022
Q3 | $14K | Buy |
345
+173
| +101% | +$7.02K | ﹤0.01% | 2484 |
|
|
2022
Q2 | $8K | Sell |
172
-148
| -46% | -$6.88K | ﹤0.01% | 2738 |
|
|
2022
Q1 | $15K | Buy |
320
+194
| +154% | +$9.09K | ﹤0.01% | 2263 |
|
|
2021
Q4 | $9K | Buy |
+126
| New | +$9K | ﹤0.01% | 2430 |
|
|
2021
Q2 | $6K | Hold |
108
| – | – | ﹤0.01% | 2310 |
|
|
2021
Q1 | $6K | Hold |
108
| – | – | ﹤0.01% | 2310 |
|
|
2020
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 2310 |
|
|
2020
Q3 | $6K | Hold |
108
| – | – | ﹤0.01% | 2310 |
|
|
2020
Q2 | $6K | Hold |
108
| – | – | ﹤0.01% | 2310 |
|
|
2020
Q1 | $6K | Hold |
108
| – | – | ﹤0.01% | 2310 |
|
|
2019
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 2310 |
|
|
2019
Q3 | $6K | Hold |
108
| – | – | ﹤0.01% | 2310 |
|
|
2019
Q2 | $6K | Hold |
108
| – | – | ﹤0.01% | 2310 |
|
|
2019
Q1 | $6K | Buy |
+108
| New | +$6K | ﹤0.01% | 2310 |
|
|
2018
Q4 | – | Sell |
-10
| Closed | – | – | 2235 |
|
|
2018
Q3 | $0 | Sell |
10
-18
| -64% | – | ﹤0.01% | 1987 |
|
|
2018
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1600 |
|
|
2018
Q1 | – | Sell |
-3,244
| Closed | -$156K | – | 1534 |
|
|
2017
Q4 | $156K | Hold |
3,244
| – | – | 0.01% | 372 |
|
|
2017
Q3 | $135K | Buy |
+3,244
| New | +$135K | 0.01% | 372 |
|