KWM
Kingsview Wealth Management’s Toll Brothers TOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.8M | Buy |
85,851
+1,980
| +2% | +$226K | 0.17% | 112 |
|
|
2025
Q1 | $8.86M | Buy |
83,871
+78,746
| +1,537% | +$8.31M | 0.17% | 135 |
|
|
2024
Q4 | $645K | Sell |
5,125
-62
| -1% | -$7.81K | 0.01% | 666 |
|
|
2024
Q3 | $801K | Buy |
5,187
+349
| +7% | +$53.9K | 0.02% | 588 |
|
|
2024
Q2 | $557K | Buy |
4,838
+207
| +4% | +$23.8K | 0.01% | 652 |
|
|
2024
Q1 | $599K | Buy |
+4,631
| New | +$599K | 0.02% | 623 |
|
|
2023
Q3 | – | Sell |
-16,469
| Closed | -$1.3M | – | 1005 |
|
|
2023
Q2 | $1.3M | Buy |
+16,469
| New | +$1.3M | 0.05% | 328 |
|
|
2021
Q1 | – | Sell |
-4,930
| Closed | -$214K | – | 868 |
|
|
2020
Q4 | $214K | Buy |
+4,930
| New | +$214K | 0.02% | 633 |
|
|
2018
Q1 | – | Sell |
-135
| Closed | -$6K | – | 333 |
|
|
2017
Q4 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 313 |
|