Summit Trail 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 | $551K | Buy |
+4,827
| New | +$551K | 0.01% | 700 |
|
|
2024
Q4 | – | Sell |
-1,334
| Closed | -$206K | – | 731 |
|
|
2024
Q3 | $206K | Buy |
+1,334
| New | +$206K | 0.01% | 668 |
|
|
2018
Q2 | – | Sell |
-23,668
| Closed | -$25K | – | 670 |
|
|
2018
Q1 | $25K | Buy |
23,668
+22,693
| +2,327% | +$24K | ﹤0.01% | 410 |
|
|
2017
Q4 | $49K | Buy |
+975
| New | +$49K | 0.01% | 824 |
|