PWA
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Principia Wealth Advisory’s Toll Brothers TOL Stock Holding History

Principia Wealth Advisory’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$478 – 1005
2025
Q1 		$478 Sell
5
-3
-38% -$287 ﹤0.01% 581
2024
Q4 		$1.01K Buy
+8
New +$1.01K ﹤0.01% 365