Orion Portfolio Solutions’s Toll Brothers TOL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$338K Buy
3,204
+351
+12% +$37.1K ﹤0.01% 1577
2024
Q4
$359K Sell
2,853
-36
-1% -$4.53K ﹤0.01% 1473
2024
Q3
$446K Buy
2,889
+673
+30% +$104K ﹤0.01% 1378
2024
Q2
$255K Sell
2,216
-4,054
-65% -$467K ﹤0.01% 1530
2024
Q1
$811K Buy
6,270
+894
+17% +$116K 0.01% 1077
2023
Q4
$549K Buy
5,376
+1,218
+29% +$124K 0.01% 1173
2023
Q3
$308K Sell
4,158
-1,298
-24% -$96K ﹤0.01% 1371
2023
Q2
$431K Sell
5,456
-165
-3% -$13K ﹤0.01% 1265
2023
Q1
$337K Buy
+5,621
New +$337K ﹤0.01% 1302
2020
Q3
Sell
-389
Closed -$13K 1897
2020
Q2
$13K Buy
389
+244
+168% +$8.15K ﹤0.01% 1112
2020
Q1
$3K Buy
145
+70
+93% +$1.45K ﹤0.01% 1502
2019
Q4
$3K Buy
+75
New +$3K ﹤0.01% 1443