Forum Financial 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
$384K Sell
3,365
-4
-0.1% -$457 0.01% 524
2025
Q1
$356K Buy
3,369
+8
+0.2% +$845 0.01% 501
2024
Q4
$423K Hold
3,361
0.01% 449
2024
Q3
$519K Sell
3,361
-6
-0.2% -$927 0.01% 317
2024
Q2
$388K Buy
3,367
+14
+0.4% +$1.61K 0.01% 397
2024
Q1
$434K Hold
3,353
0.01% 371
2023
Q4
$345K Hold
3,353
0.01% 402
2023
Q3
$248K Hold
3,353
0.01% 488
2023
Q2
$265K Hold
3,353
0.01% 482
2023
Q1
$201K Buy
+3,353
New +$201K 0.01% 572
2022
Q1
Sell
-3,691
Closed -$267K 674
2021
Q4
$267K Buy
+3,691
New +$267K 0.01% 470