TRIA
Trail Ridge Investment Advisors’s Toll Brothers TOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
25,232
-392
| -2% | -$46.4K | 1.44% | 18 |
|
|
2025
Q1 | $2.71M | Buy |
25,624
+132
| +0.5% | +$13.9K | 1.39% | 20 |
|
|
2024
Q4 | $3.21M | Buy |
25,492
+20
| +0.1% | +$2.52K | 1.53% | 18 |
|
|
2024
Q3 | $3.74M | Sell |
25,472
-222
| -0.9% | -$32.6K | 1.78% | 15 |
|
|
2024
Q2 | $2.96M | Buy |
25,694
+549
| +2% | +$63.2K | 1.53% | 17 |
|
|
2024
Q1 | $3.25M | Sell |
25,145
-710
| -3% | -$91.9K | 1.84% | 15 |
|
|
2023
Q4 | $2.66M | Sell |
25,855
-298
| -1% | -$30.6K | 1.63% | 15 |
|
|
2023
Q3 | $1.93M | Sell |
26,153
-413
| -2% | -$30.5K | 1.32% | 22 |
|
|
2023
Q2 | $2.1M | Sell |
26,566
-421
| -2% | -$33.3K | 1.3% | 23 |
|
|
2023
Q1 | $1.62M | Sell |
26,987
-1,087
| -4% | -$65.3K | 1.06% | 27 |
|
|
2022
Q4 | $1.4M | Buy |
28,074
+515
| +2% | +$25.7K | 0.96% | 33 |
|
|
2022
Q3 | $1.3M | Sell |
27,559
-2,375
| -8% | -$112K | 0.86% | 38 |
|
|
2022
Q2 | $1.34M | Sell |
29,934
-613
| -2% | -$27.3K | 0.91% | 34 |
|
|
2022
Q1 | $1.44M | Buy |
30,547
+457
| +2% | +$21.5K | 0.88% | 34 |
|
|
2021
Q4 | $2.18M | Buy |
+30,090
| New | +$2.18M | 1.31% | 19 |
|