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 |
|