Lyell Wealth Management’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 | $8.81M | Buy |
77,178
+8,276
| +12% | +$945K | 0.7% | 53 |
|
|
2025
Q1 | $7.28M | Buy |
68,902
+21,553
| +46% | +$2.28M | 0.68% | 56 |
|
|
2024
Q4 | $5.96M | Buy |
47,349
+41,299
| +683% | +$5.2M | 0.53% | 60 |
|
|
2024
Q3 | $935K | Hold |
6,050
| – | – | 0.09% | 122 |
|
|
2024
Q2 | $697K | Hold |
6,050
| – | – | 0.07% | 123 |
|
|
2024
Q1 | $783K | Hold |
6,050
| – | – | 0.08% | 118 |
|
|
2023
Q4 | $622K | Hold |
6,050
| – | – | 0.07% | 124 |
|
|
2023
Q3 | $447K | Hold |
6,050
| – | – | 0.06% | 131 |
|
|
2023
Q2 | $478K | Buy |
6,050
+150
| +3% | +$11.9K | 0.06% | 136 |
|
|
2023
Q1 | $354K | Hold |
5,900
| – | – | 0.05% | 158 |
|
|
2022
Q4 | $295K | Hold |
5,900
| – | – | 0.05% | 163 |
|
|
2022
Q3 | $248K | Buy |
5,900
+900
| +18% | +$37.8K | 0.04% | 169 |
|
|
2022
Q2 | $223K | Hold |
5,000
| – | – | 0.04% | 177 |
|
|
2022
Q1 | $235K | Hold |
5,000
| – | – | 0.03% | 183 |
|
|
2021
Q4 | $362K | Hold |
5,000
| – | – | 0.04% | 151 |
|
|
2021
Q3 | $276K | Hold |
5,000
| – | – | 0.03% | 162 |
|
|
2021
Q2 | $289K | Hold |
5,000
| – | – | 0.04% | 165 |
|
|
2021
Q1 | $284K | Hold |
5,000
| – | – | 0.04% | 156 |
|
|
2020
Q4 | $217K | Hold |
5,000
| – | – | 0.03% | 152 |
|
|
2020
Q3 | $243K | Buy |
+5,000
| New | +$243K | 0.05% | 119 |
|
|
2019
Q4 | – | Sell |
-5,450
| Closed | -$224K | – | 134 |
|
|
2019
Q3 | $224K | Sell |
5,450
-50
| -0.9% | -$2.06K | 0.07% | 113 |
|
|
2019
Q2 | $201K | Buy |
+5,500
| New | +$201K | 0.06% | 119 |
|
|
2018
Q4 | – | Sell |
-24,465
| Closed | -$808K | – | 116 |
|
|
2018
Q3 | $808K | Sell |
24,465
-20,475
| -46% | -$676K | 0.27% | 72 |
|
|
2018
Q2 | $1.66M | Sell |
44,940
-47,600
| -51% | -$1.76M | 0.61% | 57 |
|
|
2018
Q1 | $4M | Sell |
92,540
-3,015
| -3% | -$130K | 1.48% | 27 |
|
|
2017
Q4 | $4.59M | Buy |
95,555
+6,305
| +7% | +$303K | 1.82% | 16 |
|
|
2017
Q3 | $3.7M | Buy |
89,250
+2,625
| +3% | +$109K | 1.6% | 21 |
|
|
2017
Q2 | $3.42M | Buy |
86,625
+6,790
| +9% | +$268K | 1.67% | 21 |
|
|
2017
Q1 | $2.88M | Buy |
79,835
+2,765
| +4% | +$99.9K | 1.56% | 23 |
|
|
2016
Q4 | $2.39M | Buy |
+77,070
| New | +$2.39M | 1.48% | 31 |
|