River Wealth Advisors’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 | $665K | Sell |
5,825
-335
| -5% | -$38.2K | 0.08% | 136 |
|
|
2025
Q1 | $650K | Hold |
6,160
| – | – | 0.09% | 131 |
|
|
2024
Q4 | $776K | Sell |
6,160
-90
| -1% | -$11.3K | 0.1% | 125 |
|
|
2024
Q3 | $966K | Sell |
6,250
-182
| -3% | -$28.1K | 0.13% | 113 |
|
|
2024
Q2 | $741K | Sell |
6,432
-75
| -1% | -$8.64K | 0.11% | 118 |
|
|
2024
Q1 | $842K | Sell |
6,507
-50
| -0.8% | -$6.47K | 0.12% | 119 |
|
|
2023
Q4 | $674K | Sell |
6,557
-250
| -4% | -$25.7K | 0.11% | 129 |
|
|
2023
Q3 | $503K | Sell |
6,807
-328
| -5% | -$24.3K | 0.09% | 139 |
|
|
2023
Q2 | $564K | Sell |
7,135
-535
| -7% | -$42.3K | 0.1% | 140 |
|
|
2023
Q1 | $460K | Sell |
7,670
-525
| -6% | -$31.5K | 0.08% | 151 |
|
|
2022
Q4 | $409K | Sell |
8,195
-78
| -0.9% | -$3.89K | 0.08% | 161 |
|
|
2022
Q3 | $347K | Sell |
8,273
-997
| -11% | -$41.8K | 0.07% | 157 |
|
|
2022
Q2 | $413K | Sell |
9,270
-625
| -6% | -$27.8K | 0.08% | 158 |
|
|
2022
Q1 | $466K | Buy |
9,895
+390
| +4% | +$18.4K | 0.07% | 154 |
|
|
2021
Q4 | $688K | Hold |
9,505
| – | – | 0.11% | 134 |
|
|
2021
Q3 | $526K | Buy |
9,505
+200
| +2% | +$11.1K | 0.09% | 149 |
|
|
2021
Q2 | $538K | Buy |
9,305
+75
| +0.8% | +$4.34K | 0.09% | 144 |
|
|
2021
Q1 | $524K | Hold |
9,230
| – | – | 0.1% | 146 |
|
|
2020
Q4 | $401K | Buy |
9,230
+250
| +3% | +$10.9K | 0.09% | 156 |
|
|
2020
Q3 | $437K | Hold |
8,980
| – | – | 0.11% | 139 |
|
|
2020
Q2 | $293K | Buy |
+8,980
| New | +$293K | 0.09% | 154 |
|
|
2020
Q1 | – | Sell |
-12,780
| Closed | -$505K | – | 168 |
|
|
2019
Q4 | $505K | Hold |
12,780
| – | – | 0.17% | 113 |
|
|
2019
Q3 | $525K | Sell |
12,780
-100
| -0.8% | -$4.11K | 0.2% | 106 |
|
|
2019
Q2 | $472K | Sell |
12,880
-835
| -6% | -$30.6K | 0.18% | 112 |
|
|
2019
Q1 | $496K | Sell |
13,715
-903
| -6% | -$32.7K | 0.21% | 109 |
|
|
2018
Q4 | $481K | Sell |
14,618
-5,147
| -26% | -$169K | 0.21% | 103 |
|
|
2018
Q3 | $653K | Sell |
19,765
-1,900
| -9% | -$62.8K | 0.24% | 104 |
|
|
2018
Q2 | $801K | Buy |
21,665
+25
| +0.1% | +$924 | 0.31% | 92 |
|
|
2018
Q1 | $936K | Sell |
21,640
-1,400
| -6% | -$60.6K | 0.39% | 88 |
|
|
2017
Q4 | $1.11M | Buy |
23,040
+1,025
| +5% | +$49.2K | 0.46% | 78 |
|
|
2017
Q3 | $913K | Buy |
22,015
+2,245
| +11% | +$93.1K | 0.41% | 88 |
|
|
2017
Q2 | $781K | Buy |
19,770
+350
| +2% | +$13.8K | 0.36% | 93 |
|
|
2017
Q1 | $701K | Sell |
19,420
-125
| -0.6% | -$4.51K | 0.34% | 93 |
|
|
2016
Q4 | $606K | Buy |
19,545
+600
| +3% | +$18.6K | 0.31% | 99 |
|
|
2016
Q3 | $566K | Buy |
18,945
+300
| +2% | +$8.96K | 0.31% | 97 |
|
|
2016
Q2 | $502K | Hold |
18,645
| – | – | 0.29% | 99 |
|
|
2016
Q1 | $550K | Sell |
18,645
-1,100
| -6% | -$32.4K | 0.33% | 96 |
|
|
2015
Q4 | $658K | Buy |
19,745
+1,400
| +8% | +$46.7K | 0.42% | 86 |
|
|
2015
Q3 | $628K | Buy |
18,345
+120
| +0.7% | +$4.11K | 0.43% | 81 |
|
|
2015
Q2 | $696K | Sell |
18,225
-120
| -0.7% | -$4.58K | 0.44% | 80 |
|
|
2015
Q1 | $722K | Buy |
+18,345
| New | +$722K | 0.45% | 80 |
|