Panoramic Investment Advisors’s Toll Brothers TOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,350	Closed	-$209K	–	126
2024 Q3	$209K	Buy	+1,350	New	+$209K	0.14%	111
2024 Q1	$246K	Sell	1,900 -4,300	-69%	-$556K	0.18%	102
2023 Q4	$637K	Buy	6,200 +100	+2%	+$10.3K	0.55%	48
2023 Q3	$451K	Buy	+6,100	New	+$451K	0.41%	58