Institute for 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	$297K	Hold	2,605	–	–	0.03%	439
2025 Q1	$275K	Buy	+2,605	New	+$275K	0.04%	434