Shelton Capital 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 | $404K | Sell |
3,543
-83
| -2% | -$9.47K | 0.01% | 404 |
|
|
2025
Q1 | $383K | Sell |
3,626
-248
| -6% | -$26.2K | 0.01% | 390 |
|
|
2024
Q4 | $488K | Sell |
3,874
-244
| -6% | -$30.7K | 0.01% | 355 |
|
|
2024
Q3 | $636K | Sell |
4,118
-131
| -3% | -$20.2K | 0.02% | 309 |
|
|
2024
Q2 | $489K | Sell |
4,249
-386
| -8% | -$44.5K | 0.01% | 341 |
|
|
2024
Q1 | $600K | Sell |
4,635
-85
| -2% | -$11K | 0.02% | 320 |
|
|
2023
Q4 | $485K | Sell |
4,720
-87
| -2% | -$8.94K | 0.02% | 337 |
|
|
2023
Q3 | $356K | Sell |
4,807
-247
| -5% | -$18.3K | 0.01% | 390 |
|
|
2023
Q2 | $400K | Sell |
5,054
-111
| -2% | -$8.78K | 0.01% | 366 |
|
|
2023
Q1 | $310K | Sell |
5,165
-310
| -6% | -$18.6K | 0.01% | 450 |
|
|
2022
Q4 | $273K | Sell |
5,475
-324
| -6% | -$16.2K | 0.03% | 479 |
|
|
2022
Q3 | $244K | Sell |
5,799
-412
| -7% | -$17.3K | 0.01% | 539 |
|
|
2022
Q2 | $277K | Hold |
6,211
| – | – | 0.01% | 513 |
|
|
2022
Q1 | $292K | Hold |
6,211
| – | – | 0.01% | 555 |
|
|
2021
Q4 | $450K | Hold |
6,211
| – | – | 0.02% | 397 |
|
|
2021
Q3 | $343K | Hold |
6,211
| – | – | 0.01% | 494 |
|
|
2021
Q2 | $359K | Sell |
6,211
-402
| -6% | -$23.2K | 0.01% | 489 |
|
|
2021
Q1 | $375K | Hold |
6,613
| – | – | 0.01% | 459 |
|
|
2020
Q4 | $287K | Hold |
6,613
| – | – | 0.01% | 502 |
|
|
2020
Q3 | $322K | Sell |
6,613
-420
| -6% | -$20.5K | 0.01% | 522 |
|
|
2020
Q2 | $229K | Buy |
+7,033
| New | +$229K | 0.01% | 538 |
|
|
2020
Q1 | – | Sell |
-58,312
| Closed | -$2.3M | – | 812 |
|
|
2019
Q4 | $2.3M | Sell |
58,312
-507
| -0.9% | -$20K | 0.13% | 150 |
|
|
2019
Q3 | $2.42M | Sell |
58,819
-597
| -1% | -$24.5K | 0.14% | 135 |
|
|
2019
Q2 | $2.18M | Buy |
59,416
+57,265
| +2,662% | +$2.1M | 0.13% | 159 |
|
|
2019
Q1 | $59.4K | Sell |
2,151
-57,265
| -96% | -$1.58M | 0.23% | 94 |
|
|
2018
Q4 | $1.96M | Buy |
59,416
+49,011
| +471% | +$1.61M | 0.13% | 143 |
|
|
2018
Q3 | $344K | Hold |
10,405
| – | – | 0.02% | 511 |
|
|
2018
Q2 | $385K | Hold |
10,405
| – | – | 0.02% | 443 |
|
|
2018
Q1 | $450K | Sell |
10,405
-960
| -8% | -$41.5K | 0.03% | 387 |
|
|
2017
Q4 | $546K | Hold |
11,365
| – | – | 0.04% | 352 |
|
|
2017
Q3 | $471K | Hold |
11,365
| – | – | 0.03% | 375 |
|
|
2017
Q2 | $449K | Hold |
11,365
| – | – | 0.03% | 392 |
|
|
2017
Q1 | $410K | Hold |
11,365
| – | – | 0.03% | 436 |
|
|
2016
Q4 | $352K | Sell |
11,365
-4,145
| -27% | -$128K | 0.03% | 536 |
|
|
2016
Q3 | $463K | Hold |
15,510
| – | – | 0.04% | 391 |
|
|
2016
Q2 | $417K | Hold |
15,510
| – | – | 0.04% | 428 |
|
|
2016
Q1 | $458K | Hold |
15,510
| – | – | 0.04% | 384 |
|
|
2015
Q4 | $516K | Hold |
15,510
| – | – | 0.05% | 345 |
|
|
2015
Q3 | $531K | Hold |
15,510
| – | – | 0.06% | 323 |
|
|
2015
Q2 | $592K | Hold |
15,510
| – | – | 0.06% | 312 |
|
|
2015
Q1 | $610K | Sell |
15,510
-1,011
| -6% | -$39.8K | 0.07% | 310 |
|
|
2014
Q4 | $566K | Hold |
16,521
| – | – | 0.07% | 320 |
|
|
2014
Q3 | $515K | Hold |
16,521
| – | – | 0.07% | 328 |
|
|
2014
Q2 | $610K | Hold |
16,521
| – | – | 0.09% | 279 |
|
|
2014
Q1 | $593K | Hold |
16,521
| – | – | 0.09% | 269 |
|
|
2013
Q4 | $611K | Hold |
16,521
| – | – | 0.09% | 241 |
|
|
2013
Q3 | $536K | Hold |
16,521
| – | – | 0.09% | 264 |
|
|
2013
Q2 | $539K | Buy |
+16,521
| New | +$539K | 0.1% | 234 |
|