United Capital Financial Advisors’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $348K | Sell |
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|
2025
Q2 | $301K | Buy |
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|
2025
Q1 | $251K | Sell |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $298K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $733K | Buy |
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|
2019
Q1 | $696K | Buy |
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|
2018
Q4 | $621K | Sell |
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|
2018
Q3 | $696K | Sell |
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|
2018
Q2 | $810K | Sell |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.1M | Buy |
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|
2017
Q2 | $1.05M | Sell |
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.27M | Buy |
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|
2016
Q3 | $750K | Buy |
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|
2016
Q2 | $442K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $208K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $477K | Sell |
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|
2013
Q2 | $565K | Buy |
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