Morningstar Investment 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
$233K Buy
+2,038
New +$233K 0.02% 191
2025
Q1
Sell
-1,708
Closed -$215K 203
2024
Q4
$215K Hold
1,708
0.02% 200
2024
Q3
$262K Buy
+1,708
New +$262K 0.03% 175
2024
Q2
Sell
-1,651
Closed -$214K 203
2024
Q1
$214K Buy
+1,651
New +$214K 0.02% 195