Eads & Heald Wealth Management’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+1,976
| New | +$226K | 0.11% | 132 |
|
|
2025
Q1 | – | Sell |
-2,034
| Closed | -$256K | – | 139 |
|
|
2024
Q4 | $256K | Buy |
+2,034
| New | +$256K | 0.13% | 128 |
|
|
2019
Q4 | – | Sell |
-4,925
| Closed | -$202K | – | 132 |
|
|
2019
Q3 | $202K | Buy |
+4,925
| New | +$202K | 0.11% | 129 |
|
|
2018
Q4 | – | Sell |
-6,637
| Closed | -$219K | – | 131 |
|
|
2018
Q3 | $219K | Hold |
6,637
| – | – | 0.13% | 122 |
|
|
2018
Q2 | $246K | Buy |
6,637
+80
| +1% | +$2.97K | 0.15% | 120 |
|
|
2018
Q1 | $284K | Buy |
6,557
+35
| +0.5% | +$1.52K | 0.18% | 116 |
|
|
2017
Q4 | $313K | Sell |
6,522
-258
| -4% | -$12.4K | 0.18% | 115 |
|
|
2017
Q3 | $281K | Buy |
6,780
+75
| +1% | +$3.11K | 0.17% | 116 |
|
|
2017
Q2 | $265K | Sell |
6,705
-40
| -0.6% | -$1.58K | 0.17% | 120 |
|
|
2017
Q1 | $244K | Buy |
+6,745
| New | +$244K | 0.16% | 120 |
|
|
2016
Q4 | – | Sell |
-8,210
| Closed | -$245K | – | 135 |
|
|
2016
Q3 | $245K | Sell |
8,210
-2,418
| -23% | -$72.2K | 0.17% | 121 |
|
|
2016
Q2 | $286K | Sell |
10,628
-2,855
| -21% | -$76.8K | 0.2% | 117 |
|
|
2016
Q1 | $398K | Sell |
13,483
-3,655
| -21% | -$108K | 0.28% | 108 |
|
|
2015
Q4 | $571K | Buy |
+17,138
| New | +$571K | 0.4% | 99 |
|