JFS Wealth Advisors’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 | $13.7K | Hold |
120
| – | – | ﹤0.01% | 764 |
|
|
2025
Q1 | $12.7K | Hold |
120
| – | – | ﹤0.01% | 801 |
|
|
2024
Q4 | $15.1K | Hold |
120
| – | – | ﹤0.01% | 721 |
|
|
2024
Q3 | $18.5K | Buy |
120
+3
| +3% | +$463 | ﹤0.01% | 662 |
|
|
2024
Q2 | $13.5K | Hold |
117
| – | – | ﹤0.01% | 702 |
|
|
2024
Q1 | $15.1K | Hold |
117
| – | – | ﹤0.01% | 690 |
|
|
2023
Q4 | $12K | Buy |
117
+9
| +8% | +$925 | ﹤0.01% | 718 |
|
|
2023
Q3 | $7.99K | Hold |
108
| – | – | ﹤0.01% | 807 |
|
|
2023
Q2 | $8.54K | Buy |
108
+1
| +0.9% | +$79 | ﹤0.01% | 775 |
|
|
2023
Q1 | $6.42K | Sell |
107
-3
| -3% | -$180 | ﹤0.01% | 894 |
|
|
2022
Q4 | $5.49K | Buy |
110
+32
| +41% | +$1.6K | ﹤0.01% | 957 |
|
|
2022
Q3 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 1249 |
|
|
2022
Q2 | – | Sell |
-43
| Closed | -$2K | – | 1937 |
|
|
2022
Q1 | $2K | Buy |
43
+6
| +16% | +$279 | ﹤0.01% | 1505 |
|
|
2021
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 995 |
|