Geneos 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 | $26.1K | Sell |
229
-35
| -13% | -$4K | ﹤0.01% | 1908 |
|
|
2025
Q1 | $35.7K | Buy |
264
+154
| +140% | +$20.8K | ﹤0.01% | 2087 |
|
|
2024
Q4 | $13.9K | Hold |
110
| – | – | ﹤0.01% | 1901 |
|
|
2024
Q3 | $17K | Buy |
110
+10
| +10% | +$1.55K | ﹤0.01% | 1621 |
|
|
2024
Q2 | $11.5K | Hold |
100
| – | – | ﹤0.01% | 1510 |
|
|
2024
Q1 | $12.9K | Buy |
+100
| New | +$12.9K | ﹤0.01% | 1482 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$4K | – | 2545 |
|
|
2022
Q2 | $4K | Sell |
100
-7
| -7% | -$280 | ﹤0.01% | 2279 |
|
|
2022
Q1 | $5K | Buy |
107
+7
| +7% | +$327 | ﹤0.01% | 2360 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 2316 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2472 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2466 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 2617 |
|
|
2020
Q4 | $5K | Sell |
100
-1,222
| -92% | -$61.1K | ﹤0.01% | 2503 |
|
|
2020
Q3 | $63K | Sell |
1,322
-300
| -18% | -$14.3K | ﹤0.01% | 1148 |
|
|
2020
Q2 | $47K | Buy |
1,622
+1,222
| +306% | +$35.4K | ﹤0.01% | 1245 |
|
|
2020
Q1 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 1910 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$17K | – | 2322 |
|
|
2018
Q1 | $17K | Hold |
400
| – | – | ﹤0.01% | 1462 |
|
|
2017
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 1414 |
|
|
2017
Q3 | $16K | Hold |
400
| – | – | ﹤0.01% | 1417 |
|
|
2017
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 1389 |
|
|
2017
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 1380 |
|
|
2016
Q4 | $12K | Sell |
400
-72
| -15% | -$2.16K | ﹤0.01% | 1391 |
|
|
2016
Q3 | $14K | Hold |
472
| – | – | ﹤0.01% | 1263 |
|
|
2016
Q2 | $12K | Hold |
472
| – | – | ﹤0.01% | 1280 |
|
|
2016
Q1 | $13K | Buy |
+472
| New | +$13K | ﹤0.01% | 1233 |
|