WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
TOL holding history
Toll Brothers, Inc. in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TOL overviewAll 13F holders of TOLFull Q4 2024 holdings
- Shares (Q4 2024)
- 1,348
- Value
- $169.8K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,348 | $169.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,348 | $208.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 1,348 | $155.3K | <0.1% | +3+0.2% | Added | Holders |
| Q1 2024 | 1,345 | $174.0K | 0.1% | +1,345 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −1,345−100.0% | Sold out | Holders |
| Q3 2023 | 1,345 | $99.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,345 | $106.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,345 | $80.7K | <0.1% | +1,345 | New | Holders |