Diversified Trust’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,185
| Closed | -$905K | – | 1025 |
|
|
2024
Q4 | $905K | Sell |
7,185
-10,713
| -60% | -$1.35M | 0.02% | 393 |
|
|
2024
Q3 | $2.77M | Buy |
17,898
+11,972
| +202% | +$1.85M | 0.07% | 172 |
|
|
2024
Q2 | $683K | Buy |
5,926
+100
| +2% | +$11.5K | 0.02% | 449 |
|
|
2024
Q1 | $754K | Buy |
5,826
+3,244
| +126% | +$420K | 0.02% | 405 |
|
|
2023
Q4 | $265K | Buy |
+2,582
| New | +$265K | 0.01% | 700 |
|
|
2023
Q3 | – | Sell |
-14,490
| Closed | -$1.15M | – | 927 |
|
|
2023
Q2 | $1.15M | Buy |
14,490
+6,602
| +84% | +$522K | 0.04% | 239 |
|
|
2023
Q1 | $474K | Buy |
7,888
+3,300
| +72% | +$198K | 0.02% | 484 |
|
|
2022
Q4 | $229K | Buy |
+4,588
| New | +$229K | 0.01% | 691 |
|
|
2021
Q2 | – | Sell |
-3,961
| Closed | -$225K | – | 889 |
|
|
2021
Q1 | $225K | Buy |
+3,961
| New | +$225K | 0.01% | 650 |
|