Veritable’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,092
| Closed | -$1.98M | – | 726 |
|
|
2023
Q2 | $1.98M | Sell |
25,092
-434
| -2% | -$29.1K | 0.03% | 246 |
|
|
2023
Q1 | $1.53M | Sell |
25,526
-183
| -0.7% | -$10.6K | 0.03% | 280 |
|
|
2022
Q4 | $1.28M | Buy |
25,709
+608
| +2% | +$28K | 0.02% | 306 |
|
|
2022
Q3 | $1.05M | Sell |
25,101
-964
| -4% | -$44.7K | 0.02% | 333 |
|
|
2022
Q2 | $1.16M | Buy |
26,065
+591
| +2% | +$27.7K | 0.02% | 336 |
|
|
2022
Q1 | $1.2M | Buy |
25,474
+673
| +3% | +$37.7K | 0.02% | 360 |
|
|
2021
Q4 | $1.79M | Sell |
24,801
-314
| -1% | -$20.2K | 0.03% | 274 |
|
|
2021
Q3 | $1.39M | Buy |
25,115
+15
| +0.1% | +$887 | 0.02% | 310 |
|
|
2021
Q2 | $1.45M | Sell |
25,100
-340
| -1% | -$20.7K | 0.02% | 306 |
|
|
2021
Q1 | $1.44M | Sell |
25,440
-1,646
| -6% | -$86.2K | 0.02% | 286 |
|
|
2020
Q4 | $1.18M | Sell |
27,086
-74,377
| -73% | -$3.45M | 0.02% | 305 |
|
|
2020
Q3 | $4.94M | Buy |
101,463
+72,435
| +250% | +$2.93M | 0.1% | 111 |
|
|
2020
Q2 | $946K | Sell |
29,028
-868
| -3% | -$23.7K | 0.02% | 317 |
|
|
2020
Q1 | $575K | Sell |
29,896
-11,114
| -27% | -$421K | 0.01% | 416 |
|
|
2019
Q4 | $1.62M | Sell |
41,010
-4,572
| -10% | -$183K | 0.03% | 262 |
|
|
2019
Q3 | $1.87M | Sell |
45,582
-8,686
| -16% | -$320K | 0.04% | 233 |
|
|
2019
Q2 | $1.99M | Buy |
54,268
+24,354
| +81% | +$909K | 0.04% | 214 |
|
|
2019
Q1 | $1.08M | Sell |
29,914
-175
| -0.6% | -$6.29K | 0.02% | 322 |
|
|
2018
Q4 | $991K | Sell |
30,089
-1,033
| -3% | -$33.2K | 0.02% | 322 |
|
|
2018
Q3 | $1.03M | Buy |
31,122
+2,401
| +8% | +$86.9K | 0.02% | 341 |
|
|
2018
Q2 | $1.06M | Sell |
28,721
-1,460
| -5% | -$59.8K | 0.02% | 323 |
|
|
2018
Q1 | $1.3M | Buy |
30,181
+2,291
| +8% | +$108K | 0.03% | 282 |
|
|
2017
Q4 | $1.34M | Buy |
27,890
+1,067
| +4% | +$49.1K | 0.03% | 277 |
|
|
2017
Q3 | $1.11M | Hold |
26,823
| – | – | 0.03% | 324 |
|
|
2017
Q2 | $1.06M | Buy |
26,823
+237
| +0.9% | +$8.85K | 0.02% | 344 |
|
|
2017
Q1 | $960K | Sell |
26,586
-1,374
| -5% | -$45.8K | 0.02% | 339 |
|
|
2016
Q4 | $867K | Sell |
27,960
-15
| -0.1% | -$445 | 0.02% | 342 |
|
|
2016
Q3 | $835K | Buy |
27,975
+26
| +0.1% | +$751 | 0.02% | 351 |
|
|
2016
Q2 | $752K | Sell |
27,949
-1,044
| -4% | -$29.3K | 0.02% | 355 |
|
|
2016
Q1 | $856K | Buy |
28,993
+259
| +0.9% | +$7.24K | 0.02% | 326 |
|
|
2015
Q4 | $957K | Buy |
28,734
+2,809
| +11% | +$100K | 0.03% | 323 |
|
|
2015
Q3 | $888K | Buy |
25,925
+147
| +0.6% | +$5.57K | 0.03% | 322 |
|
|
2015
Q2 | $984K | Sell |
25,778
-517,746
| -95% | -$19.4M | 0.03% | 312 |
|
|
2015
Q1 | $21.4M | Sell |
543,524
-2,778
| -0.5% | -$102K | 0.45% | 32 |
|
|
2014
Q4 | $18.7M | Sell |
546,302
-454
| -0.1% | -$14.8K | 0.39% | 39 |
|
|
2014
Q3 | $17M | Sell |
546,756
-511
| -0.1% | -$17.5K | 0.36% | 44 |
|
|
2014
Q2 | $20.2M | Buy |
547,267
+32,903
| +6% | +$1.17M | 0.42% | 39 |
|
|
2014
Q1 | $18.5M | Buy |
514,364
+32,888
| +7% | +$1.21M | 0.4% | 43 |
|
|
2013
Q4 | $17.8M | Buy |
481,476
+2,988
| +0.6% | +$99.1K | 0.39% | 41 |
|
|
2013
Q3 | $15.5M | Buy |
478,488
+3,405
| +0.7% | +$110K | 0.37% | 40 |
|
|
2013
Q2 | $15.5M | Buy |
+475,083
| New | +$16.1M | 0.38% | 41 |
|
Other funds holding TOL
GA