PFG Private Wealth 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
Sell
-1,238
Closed -$131K 234
2025
Q1
$131K Buy
1,238
+198
+19% +$20.9K 0.07% 79
2024
Q4
$131K Buy
1,040
+12
+1% +$1.51K 0.07% 71
2024
Q3
$159K Sell
1,028
-105
-9% -$16.2K 0.09% 67
2024
Q2
$130K Sell
1,133
-28
-2% -$3.23K 0.08% 71
2024
Q1
$150K Sell
1,161
-148
-11% -$19.1K 0.09% 65
2023
Q4
$135K Buy
1,309
+893
+215% +$91.8K 0.09% 65
2023
Q3
$30.8K Sell
416
-635
-60% -$47K 0.02% 140
2023
Q2
$83.1K Buy
+1,051
New +$83.1K 0.05% 131