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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.83M | Buy |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $660K | Buy |
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|
2023
Q3 | $367K | Buy |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $212K | Sell |
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $246K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $210K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $110K | Buy |
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|
2017
Q1 | $101K | Sell |
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|
2016
Q4 | $248K | Sell |
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|
2016
Q3 | $314K | Buy |
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|
2016
Q2 | $159K | Buy |
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|
2016
Q1 | $150K | Sell |
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|
2015
Q4 | $183K | Buy |
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|
2015
Q3 | $135K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $122K | Buy |
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|
2014
Q4 | $104K | Hold |
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|
2014
Q3 | $95K | Buy |
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|
2014
Q2 | $97K | Buy |
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|
2014
Q1 | $21K | Buy |
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|
2013
Q4 | $16K | Sell |
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|
2013
Q3 | $58K | Buy |
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|
2013
Q2 | $1K | Buy |
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