Global Wealth Management Investment 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
Q1 | – | Sell |
-900
| Closed | -$92.5K | – | 406 |
|
|
2023
Q4 | $92.5K | Sell |
900
-50
| -5% | -$5.14K | 0.02% | 156 |
|
|
2023
Q3 | $70.3K | Hold |
950
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $75.1K | Buy |
+950
| New | +$75.1K | 0.02% | 173 |
|
|
2022
Q3 | – | Sell |
-1,350
| Closed | -$60K | – | 442 |
|
|
2022
Q2 | $60K | Hold |
1,350
| – | – | 0.02% | 168 |
|
|
2022
Q1 | $63K | Buy |
1,350
+400
| +42% | +$18.7K | 0.02% | 176 |
|
|
2021
Q4 | $69K | Sell |
950
-2,750
| -74% | -$200K | 0.02% | 174 |
|
|
2021
Q3 | $205K | Buy |
3,700
+250
| +7% | +$13.9K | 0.06% | 136 |
|
|
2021
Q2 | $199K | Hold |
3,450
| – | – | 0.07% | 128 |
|
|
2021
Q1 | $196K | Hold |
3,450
| – | – | 0.07% | 117 |
|
|
2020
Q4 | $150K | Hold |
3,450
| – | – | 0.06% | 120 |
|
|
2020
Q3 | $168K | Hold |
3,450
| – | – | 0.07% | 109 |
|
|
2020
Q2 | $112K | Hold |
3,450
| – | – | 0.05% | 143 |
|
|
2020
Q1 | $66K | Buy |
3,450
+800
| +30% | +$15.3K | 0.03% | 156 |
|
|
2019
Q4 | $105K | Hold |
2,650
| – | – | 0.04% | 144 |
|
|
2019
Q3 | $109K | Sell |
2,650
-200
| -7% | -$8.23K | 0.05% | 128 |
|
|
2019
Q2 | $104K | Sell |
2,850
-270
| -9% | -$9.85K | 0.05% | 137 |
|
|
2019
Q1 | $113K | Hold |
3,120
| – | – | 0.06% | 151 |
|
|
2018
Q4 | $103K | Buy |
+3,120
| New | +$103K | 0.06% | 173 |
|