Omnia Family Wealth’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	$241K	Hold	2,114	–	–	0.09%	82
2025 Q1	$223K	Sell	2,114 -58	-3%	-$6.12K	0.09%	81
2024 Q4	$274K	Sell	2,172 -8	-0.4%	-$1.01K	0.11%	64
2024 Q3	$337K	Buy	2,180 +66	+3%	+$10.2K	0.14%	55
2024 Q2	$243K	Hold	2,114	–	–	0.1%	69
2024 Q1	$273K	Hold	2,114	–	–	0.13%	59
2023 Q4	$217K	Sell	2,114 -3,849	-65%	-$396K	0.11%	60
2023 Q3	$441K	Hold	5,963	–	–	0.27%	40
2023 Q2	$471K	Hold	5,963	–	–	0.32%	39
2023 Q1	$358K	Hold	5,963	–	–	0.28%	43
2022 Q4	$298K	Hold	5,963	–	–	0.24%	52
2022 Q3	$250K	Hold	5,963	–	–	0.21%	49
2022 Q2	$266K	Hold	5,963	–	–	0.2%	52
2022 Q1	$280K	Hold	5,963	–	–	0.19%	55
2021 Q4	$432K	Hold	5,963	–	–	0.26%	50
2021 Q3	$330K	Hold	5,963	–	–	0.23%	55
2021 Q2	$345K	Hold	5,963	–	–	0.22%	51
2021 Q1	$338K	Hold	5,963	–	–	0.25%	53
2020 Q4	$259K	Hold	5,963	–	–	0.24%	60
2020 Q3	$290K	Buy	+5,963	New	+$290K	0.28%	52
2020 Q1	–	Sell	-5,849	Closed	-$231K	–	91
2019 Q4	$231K	Hold	5,849	–	–	0.11%	84
2019 Q3	$240K	Hold	5,849	–	–	0.18%	75
2019 Q2	$214K	Hold	5,849	–	–	0.11%	89
2019 Q1	$212K	Hold	5,849	–	–	0.1%	84
2018 Q4	$193K	Hold	5,849	–	–	0.1%	89
2018 Q3	$193K	Sell	5,849 -151	-3%	-$4.98K	0.09%	89
2018 Q2	$222K	Hold	6,000	–	–	0.1%	83
2018 Q1	$260K	Hold	6,000	–	–	0.12%	74
2017 Q4	$288K	Sell	6,000 -65	-1%	-$3.12K	0.13%	66
2017 Q3	$252K	Hold	6,065	–	–	0.12%	75
2017 Q2	$240K	Hold	6,065	–	–	0.11%	77
2017 Q1	$219K	Hold	6,065	–	–	0.11%	83
2016 Q4	$188K	Buy	+6,065	New	+$188K	0.09%	90