Transcend Capital 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 | $733K | Buy |
6,425
+1,907
| +42% | +$218K | 0.06% | 274 |
|
|
2025
Q1 | $477K | Buy |
4,518
+16
| +0.4% | +$1.69K | 0.03% | 364 |
|
|
2024
Q4 | $567K | Hold |
4,502
| – | – | 0.04% | 323 |
|
|
2024
Q3 | $696K | Buy |
4,502
+2
| +0% | +$309 | 0.05% | 324 |
|
|
2024
Q2 | $518K | Hold |
4,500
| – | – | 0.04% | 350 |
|
|
2024
Q1 | $582K | Buy |
4,500
+2,500
| +125% | +$323K | 0.05% | 295 |
|
|
2023
Q4 | $206K | Buy |
+2,000
| New | +$206K | 0.02% | 465 |
|