Lyell Wealth Management, LP Toll Brothers, Inc. Transaction History

Lyell Wealth Management, LP

$1.06 Billion
Q1 2025

A detailed history of Lyell Wealth Management, LP transactions in Toll Brothers, Inc. stock. As of the latest transaction made, Lyell Wealth Management, LP holds 68,902 shares of TOL stock, worth $7.46 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

68,902

Previous 47,349 45.52%

Holding current value

$7.46 Million

Previous $5.96 Million 22.0%

% of portfolio

0.69%

Previous 0.54%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$103.02 - $140.69 $2.22 Million - $3.03 Million	21,553 Added 45.52%	68,902 $7.28 Million
Q4 2024 Jan 31, 2025	BUY	$123.8 - $167.8 $5.11 Million - $6.93 Million	41,299 Added 682.63%	47,349 $5.96 Million
Q2 2023 Aug 04, 2023	BUY	$57.8 - $79.07 $8,670 - $11,860	150 Added 2.54%	6,050 $478,000
Q3 2022 Oct 24, 2022	BUY	$40.83 - $50.07 $36,747 - $45,063	900 Added 18.0%	5,900 $248,000
Q3 2020 Nov 04, 2020	BUY	$31.53 - $49.35 $157,650 - $246,750	5,000 New	5,000 $243,000
Q4 2019 Feb 05, 2020	SELL	$39.01 - $41.42 $212,604 - $225,739	-5,450 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$34.77 - $41.05 $1,738 - $2,052	-50 Reduced 0.91%	5,450 $224,000
Q2 2019 Aug 01, 2019	BUY	$34.77 - $39.22 $191,235 - $215,710	5,500 New	5,500 $201,000
Q4 2018 Feb 11, 2019	SELL	$28.93 - $33.66 $707,772 - $823,491	-24,465 Closed	0 $0
Q3 2018 Oct 30, 2018	SELL	$33.03 - $39.52 $676,289 - $809,172	-20,475 Reduced 45.56%	24,465 $808,000
Q2 2018 Jul 30, 2018	SELL	$36.01 - $44.62 $1.71 Million - $2.12 Million	-47,600 Reduced 51.44%	44,940 $1.66 Million
Q1 2018 May 07, 2018	SELL	$42.67 - $52.54 $128,650 - $158,408	-3,015 Reduced 3.16%	92,540 $4 Million
Q4 2017 Jan 30, 2018	BUY	$41.57 - $50.66 $262,098 - $319,411	6,305 Added 7.06%	95,555 $4.59 Million
Q3 2017 Oct 26, 2017	BUY	$37.0 - $41.47 $3.3 Million - $3.7 Million	89,250	89,250 $3.7 Million

Others Institutions Holding TOL

# of Institutions

757

Shares Held

88.4M

Call Options Held

2.33M

Put Options Held

1.42M

View Full List

About Toll Brothers, Inc.

Ticker TOL
Exchange NYSE
Sector Consumer Cyclical
Industry Residential Construction
Shares Outstandng 113,330,000
Market Cap $12.3B
Description
Toll Brothers, Inc., together with its subsidiaries, designs, builds, markets, sells, and arranges finance for a range of detached and attached homes in luxury residential communities in the United States. The company operates in two segments, Traditional Home Building and City Living. It also designs, builds, markets, and sells condominiums thr...

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Lyell Wealth Management, LP Toll Brothers, Inc. Transaction History