Coldstream Capital Management’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
$1.02M Buy
8,899
+174
+2% +$19.9K 0.02% 420
2025
Q1
$921K Sell
8,725
-17,137
-66% -$1.81M 0.02% 396
2024
Q4
$3.26M Buy
25,862
+897
+4% +$113K 0.07% 163
2024
Q3
$3.84M Buy
24,965
+6,106
+32% +$940K 0.08% 144
2024
Q2
$2.17M Buy
18,859
+404
+2% +$46.5K 0.05% 190
2024
Q1
$2.39M Sell
18,455
-7,708
-29% -$997K 0.06% 165
2023
Q4
$2.69M Sell
26,163
-86
-0.3% -$8.84K 0.08% 138
2023
Q3
$1.94M Sell
26,249
-151
-0.6% -$11.2K 0.06% 168
2023
Q2
$2.09M Sell
26,400
-8,422
-24% -$666K 0.07% 167
2023
Q1
$2.09M Buy
34,822
+87
+0.3% +$5.22K 0.07% 164
2022
Q4
$1.73M Buy
+34,735
New +$1.73M 0.06% 190
2022
Q1
Sell
-3,288
Closed -$238K 861
2021
Q4
$238K Buy
+3,288
New +$238K 0.01% 717