Compass Wealth 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 | $345K | Sell |
3,020
-700
| -19% | -$79.9K | 0.08% | 126 |
|
|
2025
Q1 | $393K | Hold |
3,720
| – | – | 0.1% | 116 |
|
|
2024
Q4 | $469K | Sell |
3,720
-200
| -5% | -$25.2K | 0.11% | 111 |
|
|
2024
Q3 | $606K | Sell |
3,920
-150
| -4% | -$23.2K | 0.14% | 105 |
|
|
2024
Q2 | $469K | Hold |
4,070
| – | – | 0.12% | 117 |
|
|
2024
Q1 | $527K | Sell |
4,070
-125
| -3% | -$16.2K | 0.13% | 112 |
|
|
2023
Q4 | $431K | Sell |
4,195
-1,000
| -19% | -$103K | 0.12% | 116 |
|
|
2023
Q3 | $384K | Sell |
5,195
-1,000
| -16% | -$74K | 0.12% | 118 |
|
|
2023
Q2 | $490K | Sell |
6,195
-100
| -2% | -$7.91K | 0.15% | 113 |
|
|
2023
Q1 | $378K | Sell |
6,295
-100
| -2% | -$6K | 0.12% | 122 |
|
|
2022
Q4 | $319K | Buy |
+6,395
| New | +$319K | 0.1% | 128 |
|