Kingswood 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 | $669K | Buy |
5,863
+724
| +14% | +$82.6K | 0.05% | 345 |
|
|
2025
Q1 | $542K | Sell |
5,139
-591
| -10% | -$62.4K | 0.05% | 370 |
|
|
2024
Q4 | $722K | Buy |
5,730
+2,344
| +69% | +$295K | 0.05% | 343 |
|
|
2024
Q3 | $524K | Sell |
3,386
-1,466
| -30% | -$227K | 0.04% | 442 |
|
|
2024
Q2 | $559K | Buy |
4,852
+2,158
| +80% | +$249K | 0.05% | 360 |
|
|
2024
Q1 | $349K | Sell |
2,694
-1,928
| -42% | -$249K | 0.04% | 437 |
|
|
2023
Q4 | $475K | Buy |
4,622
+867
| +23% | +$89.1K | 0.05% | 357 |
|
|
2023
Q3 | $278K | Buy |
3,755
+20
| +0.5% | +$1.48K | 0.05% | 336 |
|
|
2023
Q2 | $295K | Buy |
+3,735
| New | +$295K | 0.09% | 201 |
|