MorganRosel 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
Sell
-8,171
Closed -$863K 378
2025
Q1
$863K Sell
8,171
-2,049
-20% -$216K 0.26% 60
2024
Q4
$1.29M Buy
10,220
+1,702
+20% +$214K 0.42% 45
2024
Q3
$1.32M Sell
8,518
-1,803
-17% -$279K 0.43% 41
2024
Q2
$1.19M Sell
10,321
-573
-5% -$66K 0.42% 41
2024
Q1
$1.41M Sell
10,894
-490
-4% -$63.4K 0.5% 34
2023
Q4
$1.17M Buy
11,384
+3,249
+40% +$334K 0.45% 38
2023
Q3
$602K Buy
+8,135
New +$602K 0.25% 66