Clifford Swan Investment Counsel’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 | $210K | Buy |
+1,839
| New | +$210K | 0.01% | 304 |
|
2025
Q1 | – | Sell |
-1,839
| Closed | -$232K | – | 313 |
|
2024
Q4 | $232K | Hold |
1,839
| – | – | 0.01% | 290 |
|
2024
Q3 | $284K | Hold |
1,839
| – | – | 0.01% | 276 |
|
2024
Q2 | $212K | Buy |
1,839
+89
| +5% | +$10.3K | 0.01% | 296 |
|
2024
Q1 | $226K | Buy |
+1,750
| New | +$226K | 0.01% | 291 |
|