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Caldwell Trust Co → TOL

Caldwell Trust Co TOL Position History

Toll Brothers, Inc. • Consumer Cyclical

Quarters held
4
Latest value
$2.2M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.7M
Q1 2026$1.9M
Q2 2026$2.5M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M16.0K——
Q2 2026$2.5M14.9K——
Q1 2026$1.9M14.0K——
Q4 2025$1.7M12.6K——

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