Cerity 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 | $8.88M | Buy |
77,775
+39,390
| +103% | +$4.5M | 0.02% | 577 |
|
|
2025
Q1 | $4.05M | Buy |
38,385
+16,922
| +79% | +$1.79M | 0.01% | 811 |
|
|
2024
Q4 | $2.9M | Sell |
21,463
-2,312
| -10% | -$313K | 0.01% | 944 |
|
|
2024
Q3 | $3.67M | Buy |
23,775
+7,994
| +51% | +$1.23M | 0.01% | 834 |
|
|
2024
Q2 | $1.82M | Sell |
15,781
-1,920
| -11% | -$221K | ﹤0.01% | 948 |
|
|
2024
Q1 | $2.29M | Buy |
17,701
+9,268
| +110% | +$1.2M | 0.01% | 912 |
|
|
2023
Q4 | $867K | Buy |
8,433
+4,291
| +104% | +$441K | ﹤0.01% | 1036 |
|
|
2023
Q3 | $306K | Sell |
4,142
-4,106
| -50% | -$304K | ﹤0.01% | 1141 |
|
|
2023
Q2 | $652K | Buy |
8,248
+1,054
| +15% | +$83.3K | ﹤0.01% | 1075 |
|
|
2023
Q1 | $2.02M | Sell |
7,194
-934
| -11% | -$262K | ﹤0.01% | 722 |
|
|
2022
Q4 | $407K | Buy |
8,128
+2,556
| +46% | +$128K | ﹤0.01% | 1031 |
|
|
2022
Q3 | $233K | Sell |
5,572
-545
| -9% | -$22.8K | ﹤0.01% | 998 |
|
|
2022
Q2 | $273K | Buy |
+6,117
| New | +$273K | ﹤0.01% | 942 |
|
|
2022
Q1 | – | Sell |
-3,927
| Closed | -$285K | – | 1108 |
|
|
2021
Q4 | $285K | Buy |
+3,927
| New | +$285K | ﹤0.01% | 794 |
|