WAG
Wiser Advisor Group’s Toll Brothers TOL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-219
| Closed | -$23.1K | – | 232 |
|
2025
Q1 | $23.1K | Hold |
219
| – | – | 0.03% | 138 |
|
2024
Q4 | $27.6K | Hold |
219
| – | – | 0.04% | 126 |
|
2024
Q3 | $33.8K | Hold |
219
| – | – | 0.05% | 119 |
|
2024
Q2 | $25.1K | Buy |
219
+2
| +0.9% | +$229 | 0.04% | 132 |
|
2024
Q1 | $28.2K | Hold |
217
| – | – | 0.04% | 129 |
|
2023
Q4 | $22.3K | Buy |
+217
| New | +$22.3K | 0.04% | 139 |
|