Wealth Architects, LLC Dj Brookfield Global Transaction History

Wealth Architects, LLC

$846 Million
Q1 2025

A detailed history of Wealth Architects, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Wealth Architects, LLC holds 60,847 shares of TOLZ stock, worth $3.27 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

60,847

Previous 35,300 72.37%

Holding current value

$3.27 Million

Previous $1.86 Million 72.39%

% of portfolio

0.38%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$48.2 - $52.75 $1.23 Million - $1.35 Million	25,547 Added 72.37%	60,847 $3.2 Million
Q1 2025 May 12, 2025	SELL	$48.2 - $52.75 $1.36 Million - $1.49 Million	-28,209 Reduced 44.42%	35,300 $1.86 Million
Q4 2024 Feb 10, 2025	SELL	$48.31 - $52.66 $38,599 - $42,075	-799 Reduced 1.24%	63,509 $3.12 Million
Q3 2024 Oct 31, 2024	SELL	$44.92 - $51.35 $110,503 - $126,321	-2,460 Reduced 3.68%	64,308 $3.25 Million
Q2 2024 Aug 08, 2024	SELL	$43.12 - $47.5 $2,630 - $2,897	-61 Reduced 0.09%	66,768 $3 Million
Q1 2024 May 13, 2024	SELL	$43.08 - $46.04 $430 - $460	-10 Reduced 0.01%	66,829 $3.07 Million
Q4 2023 Feb 14, 2024	SELL	$39.92 - $45.95 $185,747 - $213,805	-4,653 Reduced 6.51%	66,839 $3.05 Million
Q3 2023 Nov 09, 2023	SELL	$41.39 - $45.77 $156,123 - $172,644	-3,772 Reduced 5.01%	71,492 $2.96 Million
Q2 2023 Aug 02, 2023	SELL	$43.71 - $47.07 $16,434 - $17,698	-376 Reduced 0.5%	75,264 $3.38 Million
Q1 2023 Apr 21, 2023	SELL	$43.27 - $47.34 $91,083 - $99,650	-2,105 Reduced 2.71%	75,640 $3.44 Million
Q4 2022 Feb 09, 2023	SELL	$39.42 - $46.6 $47,264 - $55,873	-1,199 Reduced 1.52%	77,745 $3.46 Million
Q3 2022 Oct 24, 2022	SELL	$40.74 - $49.32 $273,813 - $331,479	-6,721 Reduced 7.85%	78,944 $3.22 Million
Q2 2022 Jul 29, 2022	SELL	$44.52 - $51.33 $76,930 - $88,698	-1,728 Reduced 1.98%	85,665 $3.94 Million
Q1 2022 May 17, 2022	SELL	$45.61 - $49.91 $41,505 - $45,418	-910 Reduced 1.03%	87,393 $4.34 Million
Q4 2021 Jan 19, 2022	BUY	$44.67 - $47.83 $44 - $47	1 Added 0.0%	88,303 $4.22 Million
Q3 2021 Nov 09, 2021	SELL	$45.16 - $47.74 $77,494 - $81,921	-1,716 Reduced 1.91%	88,302 $0
Q2 2021 Aug 09, 2021	SELL	$43.69 - $48.6 $3,757 - $4,179	-86 Reduced 0.1%	90,018 $4.16 Million
Q4 2020 Jan 28, 2021	SELL	$37.45 - $42.4 $757,051 - $857,116	-20,215 Reduced 18.32%	90,104 $3.7 Million
Q2 2020 Aug 14, 2020	SELL	$33.42 - $43.47 $71,218 - $92,634	-2,131 Reduced 1.9%	110,319 $4.37 Million
Q1 2020 Apr 23, 2020	BUY	$29.7 - $48.95 $3.34 Million - $5.5 Million	112,450 New	112,450 $3.97 Million
Q1 2019 May 01, 2019	SELL	N/A	-25,750 Closed	0 $0
Q4 2018 Jan 17, 2019	BUY	N/A	25,750 New	25,750 $982,000

Others Institutions Holding TOLZ

# of Institutions

Shares Held

2.16M

Call Options Held

Put Options Held

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Ticker TOLZ
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Wealth Architects, LLC Dj Brookfield Global Transaction History