Parsec Financial Management’s Toll Brothers TOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-23,057
Closed -$444K 246
2020
Q1
$444K Sell
23,057
-15,471
-40% -$298K 0.03% 166
2019
Q4
$1.52M Sell
38,528
-5,415
-12% -$214K 0.09% 124
2019
Q3
$1.8M Sell
43,943
-3,340
-7% -$137K 0.11% 117
2019
Q2
$1.73M Sell
47,283
-7,663
-14% -$281K 0.11% 120
2019
Q1
$1.99M Buy
54,946
+176
+0.3% +$6.37K 0.13% 118
2018
Q4
$1.8M Sell
54,770
-13,774
-20% -$454K 0.13% 115
2018
Q3
$2.26M Buy
68,544
+2,823
+4% +$93.2K 0.14% 112
2018
Q2
$2.43M Buy
65,721
+2,852
+5% +$105K 0.16% 111
2018
Q1
$2.72M Buy
62,869
+29,569
+89% +$1.28M 0.19% 104
2017
Q4
$1.6M Hold
33,300
0.11% 127
2017
Q3
$1.38M Buy
+33,300
New +$1.38M 0.1% 132