Montag & Associates’s Toll Brothers TOL Stock Holding History

Montag & Associates’s Portfolio TOL Stock Details TOL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.21M	Buy
2016 Q4	–	Sell
2016 Q3	$499K	Buy