Creative Planning’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.19M | Buy |
38,019
+13,498
| +55% | +$1.98M | ﹤0.01% | 1163 |
|
|
2025
Q4 | $3.32M | Buy |
24,521
+4,010
| +20% | +$544K | ﹤0.01% | 1308 |
|
|
2025
Q3 | $2.83M | Buy |
20,511
+5,606
| +38% | +$732K | ﹤0.01% | 1264 |
|
|
2025
Q2 | $1.7M | Buy |
14,905
+1,629
| +12% | +$169K | ﹤0.01% | 1448 |
|
|
2025
Q1 | $1.4M | Buy |
13,276
+1,787
| +16% | +$215K | ﹤0.01% | 1447 |
|
|
2024
Q4 | $1.45M | Buy |
11,489
+1,166
| +11% | +$173K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $1.59M | Buy |
10,323
+1,063
| +11% | +$144K | ﹤0.01% | 1207 |
|
|
2024
Q2 | $1.07M | Buy |
9,260
+1,147
| +14% | +$139K | ﹤0.01% | 1359 |
|
|
2024
Q1 | $1.05M | Buy |
8,113
+1,697
| +26% | +$185K | ﹤0.01% | 1312 |
|
|
2023
Q4 | $660K | Buy |
6,416
+1,454
| +29% | +$121K | ﹤0.01% | 1508 |
|
|
2023
Q3 | $367K | Buy |
4,962
+958
| +24% | +$75.6K | ﹤0.01% | 1773 |
|
|
2023
Q2 | $317K | Buy |
4,004
+485
| +14% | +$32.5K | ﹤0.01% | 1871 |
|
|
2023
Q1 | $211K | Buy |
+3,519
| New | +$203K | ﹤0.01% | 2090 |
|
|
2022
Q1 | – | Sell |
-3,898
| Closed | -$282K | – | 2441 |
|
|
2021
Q4 | $282K | Buy |
3,898
+70
| +2% | +$4.5K | ﹤0.01% | 1668 |
|
|
2021
Q3 | $212K | Sell |
3,828
-100
| -3% | -$5.91K | ﹤0.01% | 1830 |
|
|
2021
Q2 | $227K | Sell |
3,928
-414
| -10% | -$25.2K | ﹤0.01% | 1739 |
|
|
2021
Q1 | $246K | Buy |
+4,342
| New | +$227K | ﹤0.01% | 1927 |
|
|
2018
Q3 | – | Sell |
-5,677
| Closed | -$210K | – | 2170 |
|
|
2018
Q2 | $210K | Buy |
+5,677
| New | +$233K | ﹤0.01% | 1618 |
|
|
2017
Q3 | – | Sell |
-2,791
| Closed | -$110K | – | 3557 |
|
|
2017
Q2 | $110K | Buy |
2,791
+1
| +0% | +$37 | ﹤0.01% | 1924 |
|
|
2017
Q1 | $101K | Sell |
2,790
-5,200
| -65% | -$173K | ﹤0.01% | 1958 |
|
|
2016
Q4 | $248K | Sell |
7,990
-2,518
| -24% | -$74.6K | ﹤0.01% | 1292 |
|
|
2016
Q3 | $314K | Buy |
10,508
+4,593
| +78% | +$133K | ﹤0.01% | 1156 |
|
|
2016
Q2 | $159K | Buy |
5,915
+823
| +16% | +$23.1K | ﹤0.01% | 1386 |
|
|
2016
Q1 | $150K | Sell |
5,092
-401
| -7% | -$11.2K | ﹤0.01% | 1378 |
|
|
2015
Q4 | $183K | Buy |
5,493
+1,555
| +39% | +$55.5K | ﹤0.01% | 1254 |
|
|
2015
Q3 | $135K | Buy |
+3,938
| New | +$149K | ﹤0.01% | 1407 |
|
|
2015
Q2 | – | Sell |
-3,097
| Closed | -$122K | – | 2854 |
|
|
2015
Q1 | $122K | Buy |
3,097
+59
| +2% | +$2.16K | ﹤0.01% | 1465 |
|
|
2014
Q4 | $104K | Hold |
3,038
| – | – | ﹤0.01% | 1535 |
|
|
2014
Q3 | $95K | Buy |
3,038
+400
| +15% | +$13.7K | ﹤0.01% | 1509 |
|
|
2014
Q2 | $97K | Buy |
2,638
+2,044
| +344% | +$72.5K | ﹤0.01% | 1451 |
|
|
2014
Q1 | $21K | Buy |
594
+156
| +36% | +$5.74K | ﹤0.01% | 2343 |
|
|
2013
Q4 | $16K | Sell |
438
-1,350
| -76% | -$44.8K | ﹤0.01% | 2326 |
|
|
2013
Q3 | $58K | Buy |
1,788
+1,750
| +4,605% | +$56.6K | ﹤0.01% | 1428 |
|
|
2013
Q2 | $1K | Buy |
+38
| New | +$1.28K | ﹤0.01% | 2978 |
|
Other funds holding TOL
GA
VCM
VPM
