D.L. Carlson Investment Group’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-56,862
| Closed | -$7.36M | – | 148 |
|
|
2024
Q1 | $7.36M | Sell |
56,862
-25,757
| -31% | -$3.33M | 1.44% | 15 |
|
|
2023
Q4 | $8.61M | Sell |
82,619
-21,239
| -20% | -$2.21M | 1.75% | 14 |
|
|
2023
Q3 | $7.68M | Buy |
103,858
+417
| +0.4% | +$30.8K | 1.55% | 15 |
|
|
2023
Q2 | $8.18M | Buy |
103,441
+3,930
| +4% | +$311K | 1.56% | 16 |
|
|
2023
Q1 | $5.97M | Buy |
99,511
+23,196
| +30% | +$1.39M | 1.36% | 27 |
|
|
2022
Q4 | $3.81M | Buy |
+76,315
| New | +$3.81M | 0.82% | 45 |
|
|
2020
Q1 | – | Sell |
-38,600
| Closed | -$1.53M | – | 164 |
|
|
2019
Q4 | $1.53M | Buy |
+38,600
| New | +$1.53M | 0.44% | 74 |
|