JSAM
J. Safra Asset Management’s Toll Brothers TOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
1,899
+193
| +11% | +$22.1K | 0.02% | 140 |
|
|
2025
Q1 | $180K | Buy |
1,706
+107
| +7% | +$11.3K | 0.02% | 131 |
|
|
2024
Q4 | $202K | Buy |
1,599
+1,090
| +214% | +$137K | 0.02% | 125 |
|
|
2024
Q3 | $79.1K | Hold |
509
| – | – | 0.01% | 129 |
|
|
2024
Q2 | $58.6K | Buy |
509
+90
| +21% | +$10.4K | 0.01% | 131 |
|
|
2024
Q1 | $54.2K | Buy |
419
+94
| +29% | +$12.2K | 0.01% | 83 |
|
|
2023
Q4 | $33.4K | Hold |
325
| – | – | ﹤0.01% | 86 |
|
|
2023
Q3 | $24K | Buy |
+325
| New | +$24K | ﹤0.01% | 93 |
|
|
2016
Q3 | – | Sell |
-10,378
| Closed | -$279K | – | 227 |
|
|
2016
Q2 | $279K | Sell |
10,378
-45,354
| -81% | -$1.22M | 0.45% | 25 |
|
|
2016
Q1 | $1.65M | Buy |
55,732
+33,468
| +150% | +$988K | 1.34% | 20 |
|
|
2015
Q4 | $741K | Buy |
+22,264
| New | +$741K | 0.57% | 38 |
|