Venturi Wealth 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
Q1 | – | Sell |
-1,028
| Closed | -$129K | – | 1711 |
|
|
2024
Q4 | $129K | Buy |
1,028
+332
| +48% | +$41.8K | 0.01% | 669 |
|
|
2024
Q3 | $108K | Buy |
696
+19
| +3% | +$2.94K | 0.01% | 543 |
|
|
2024
Q2 | $78K | Buy |
677
+278
| +70% | +$32K | ﹤0.01% | 552 |
|
|
2024
Q1 | $51.6K | Buy |
399
+105
| +36% | +$13.6K | ﹤0.01% | 499 |
|
|
2023
Q4 | $30.2K | Sell |
294
-10
| -3% | -$1.03K | ﹤0.01% | 595 |
|
|
2023
Q3 | $22.5K | Buy |
304
+288
| +1,800% | +$21.3K | ﹤0.01% | 594 |
|
|
2023
Q2 | $1.27K | Buy |
+16
| New | +$1.27K | ﹤0.01% | 989 |
|