Oak Asset 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
$525K Hold
4,600
0.19% 76
2025
Q1
$486K Hold
4,600
0.18% 74
2024
Q4
$579K Hold
4,600
0.21% 72
2024
Q3
$711K Hold
4,600
0.25% 68
2024
Q2
$530K Hold
4,600
0.19% 71
2024
Q1
$595K Hold
4,600
0.22% 71
2023
Q4
$473K Sell
4,600
-1,500
-25% -$154K 0.19% 71
2023
Q3
$451K Hold
6,100
0.19% 72
2023
Q2
$482K Sell
6,100
-2,325
-28% -$184K 0.2% 71
2023
Q1
$506K Sell
8,425
-1,250
-13% -$75K 0.22% 70
2022
Q4
$483K Hold
9,675
0.22% 71
2022
Q3
$406K Buy
+9,675
New +$406K 0.2% 74
2022
Q2
Sell
-5,500
Closed -$259K 152
2022
Q1
$259K Buy
+5,500
New +$259K 0.1% 96