Prestige Wealth Management Group’s Toll Brothers TOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.28K	Buy	68 +2	+3%	+$294	﹤0.01%	436
2025 Q4	$8.93K	Hold	66	–	–	﹤0.01%	470
2025 Q3	$9.12K	Hold	66	–	–	﹤0.01%	466
2025 Q2	$7.53K	Hold	66	–	–	﹤0.01%	488
2025 Q1	$6.97K	Hold	66	–	–	﹤0.01%	502
2024 Q4	$8.31K	Hold	66	–	–	﹤0.01%	496
2024 Q3	$10.2K	Hold	66	–	–	﹤0.01%	447
2024 Q2	$7.6K	Sell	66 -66	-50%	-$7.99K	﹤0.01%	461
2024 Q1	$17.1K	Hold	132	–	–	﹤0.01%	365
2023 Q4	$13.6K	Sell	132 -7	-5%	-$583	﹤0.01%	390
2023 Q3	$10.3K	Buy	139 +66	+90%	+$5.21K	﹤0.01%	436
2023 Q2	$5.77K	Sell	73 -193	-73%	-$12.9K	﹤0.01%	560
2023 Q1	$16K	Buy	266 +9	+4%	+$519	﹤0.01%	364
2022 Q4	$12.8K	Buy	257 +57	+29%	+$2.62K	﹤0.01%	411
2022 Q3	$8K	Sell	200 -8	-4%	-$371	﹤0.01%	466
2022 Q2	$9K	Hold	208	–	–	﹤0.01%	463
2022 Q1	$9K	Hold	208	–	–	﹤0.01%	494
2021 Q4	$15K	Hold	208	–	–	﹤0.01%	425
2021 Q3	$11K	Hold	208	–	–	﹤0.01%	478
2021 Q2	$12K	Hold	208	–	–	﹤0.01%	447
2021 Q1	$11K	Hold	208	–	–	﹤0.01%	470
2020 Q4	$9K	Buy	208 +8	+4%	+$371	﹤0.01%	479
2020 Q3	$10K	Hold	200	–	–	﹤0.01%	446
2020 Q2	$7K	Hold	200	–	–	﹤0.01%	482
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	546
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	371
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	367
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	365
2019 Q1	$7K	Sell	200 -106	-35%	-$3.81K	﹤0.01%	374
2018 Q4	$10K	Buy	+306	New	+$9.83K	0.01%	438