Independent Advisor Alliance’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 | $359K | Buy |
3,144
+849
| +37% | +$96.9K | 0.01% | 686 |
|
2025
Q1 | $242K | Sell |
2,295
-155
| -6% | -$16.4K | 0.01% | 718 |
|
2024
Q4 | $309K | Buy |
2,450
+225
| +10% | +$28.3K | ﹤0.01% | 1127 |
|
2024
Q3 | $344K | Buy |
2,225
+149
| +7% | +$23K | 0.01% | 532 |
|
2024
Q2 | $239K | Buy |
+2,076
| New | +$239K | 0.01% | 629 |
|
2022
Q1 | – | Sell |
-4,477
| Closed | -$324K | – | 734 |
|
2021
Q4 | $324K | Buy |
4,477
+26
| +0.6% | +$1.88K | 0.02% | 500 |
|
2021
Q3 | $246K | Buy |
4,451
+653
| +17% | +$36.1K | 0.01% | 539 |
|
2021
Q2 | $220K | Sell |
3,798
-122
| -3% | -$7.07K | 0.01% | 569 |
|
2021
Q1 | $222K | Buy |
+3,920
| New | +$222K | 0.01% | 530 |
|