Institute for Wealth Management’s Toll Brothers TOL Stock Holding History

Institute for Wealth Management’s Portfolio TOL Stock Details TOL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$338K	Hold
2025 Q3	$345K	Sell
2025 Q2	$297K	Hold
2025 Q1	$275K	Buy