Mezzasalma 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
Q1 | – | Sell |
-25,220
| Closed | -$3.18M | – | 151 |
|
|
2024
Q4 | $3.18M | Sell |
25,220
-1,560
| -6% | -$196K | 1.02% | 23 |
|
|
2024
Q3 | $4.14M | Buy |
26,780
+918
| +4% | +$142K | 1.63% | 16 |
|
|
2024
Q2 | $2.98M | Buy |
25,862
+11,513
| +80% | +$1.33M | 1.28% | 25 |
|
|
2024
Q1 | $1.86M | Buy |
14,349
+10,643
| +287% | +$1.38M | 0.88% | 23 |
|
|
2023
Q4 | $381K | Buy |
+3,706
| New | +$381K | 0.21% | 54 |
|