Gladstone Institutional Advisory’s Toll Brothers TOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,029
Closed -$2.31M 727
2024
Q2
$2.31M Sell
20,029
-2,544
-11% -$293K 0.12% 203
2024
Q1
$2.92M Sell
22,573
-21,843
-49% -$2.83M 0.16% 166
2023
Q4
$4.57M Buy
+44,416
New +$4.57M 0.26% 104
2023
Q3
Sell
-103,195
Closed -$8.16M 674
2023
Q2
$8.16M Buy
103,195
+33,812
+49% +$2.67M 0.5% 42
2023
Q1
$4.17M Buy
+69,383
New +$4.17M 0.27% 103