Modera 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 | $222K | Sell |
1,948
-114
| -6% | -$13K | ﹤0.01% | 600 |
|
|
2025
Q1 | $218K | Sell |
2,062
-392
| -16% | -$41.4K | ﹤0.01% | 584 |
|
|
2024
Q4 | $309K | Buy |
2,454
+707
| +40% | +$89K | ﹤0.01% | 510 |
|
|
2024
Q3 | $270K | Buy |
1,747
+6
| +0.3% | +$927 | ﹤0.01% | 506 |
|
|
2024
Q2 | $201K | Buy |
1,741
+60
| +4% | +$6.91K | ﹤0.01% | 549 |
|
|
2024
Q1 | $217K | Buy |
+1,681
| New | +$217K | ﹤0.01% | 533 |
|
|
2022
Q1 | – | Sell |
-3,549
| Closed | -$257K | – | 571 |
|
|
2021
Q4 | $257K | Buy |
+3,549
| New | +$257K | 0.01% | 471 |
|