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 |
|