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Concurrent Investment Advisors’s Toll Brothers TOL Stock Holding History

Concurrent Investment Advisors’s Portfolio TOL Stock Details TOL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,146
Closed -$227K – 1392
2025
Q1 		$227K Buy
+2,146
New +$227K 0.01% 1060
2024
Q2 		– Sell
-4,505
Closed -$583K – 1012
2024
Q1 		$583K Buy
+4,505
New +$583K 0.02% 499