GeoWealth 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 Q1	–	Sell	-2,115	Closed	-$266K	–	1746
2024 Q4	$266K	Buy	2,115 +1,611	+320%	+$203K	0.01%	659
2024 Q3	$77.9K	Buy	+504	New	+$77.9K	﹤0.01%	954