Wealth Enhancement Advisory Services’s Toll Brothers TOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.3M	Sell	239,665 -103,383	-30%	-$15.2M	0.06%	288
2025 Q4	$46.7M	Sell	343,048 -1,004	-0.3%	-$136K	0.06%	272
2025 Q3	$45.7M	Buy	344,052 +2,344	+0.7%	+$306K	0.07%	250
2025 Q2	$40.2M	Buy	341,708 +36,952	+12%	+$3.83M	0.07%	266
2025 Q1	$32.2M	Sell	304,756 -196	-0.1%	-$23.5K	0.06%	291
2024 Q4	$38.4M	Buy	304,952 +1,250	+0.4%	+$186K	0.07%	250
2024 Q3	$46.9M	Sell	303,702 -1,844	-0.6%	-$250K	0.1%	200
2024 Q2	$35.2M	Sell	305,546 -2,690	-0.9%	-$326K	0.08%	228
2024 Q1	$39.9M	Buy	308,236 +2,729	+0.9%	+$297K	0.1%	201
2023 Q4	$31.4M	Buy	305,507 +279,119	+1,058%	+$23.3M	0.09%	211
2023 Q3	$1.95M	Buy	+26,388	New	+$2.08M	0.01%	874
2021 Q3	–	Sell	-70,388	Closed	-$3.82M	–	341
2021 Q2	$3.82M	Sell	70,388 -13,134	-16%	-$801K	0.06%	118
2021 Q1	$5.01M	Buy	83,522 +492	+0.6%	+$25.8K	0.09%	96
2020 Q4	$3.71M	Buy	+83,030	New	+$3.85M	0.08%	92