Number of Shares
2,595.00
Current Holdings Value*
$289,710.00
% of Portfolio
0.1%
Total Estimate Gain
$391,344.61
% of Total Estimate Gain
48.80%

Symmetry Panoramic Global Equity Fund's Toll Brothers Inc Holding Summary

As of 2025-02-28, Symmetry Panoramic Trust held 2,595.00 shares of Toll Brothers Inc(TOL), totaling $289,710.00. This investment constitutes 0.1% of their stock portfolio, and Symmetry Panoramic Trust now holds 0% of the outstanding Toll Brothers Inc(TOL) stock.

The initial trade took place in 2022Q1. And since then Symmetry Panoramic Global Equity Fund has made 4 purchases of TOL, at an average price of $73.37, for a total of 10,930.00 shares. In addition, there have been 3 sales at an average price of $105.56 for 8,335.00 shares. Based on historical transaction data and TOL's current price of $120.78, Symmetry Panoramic Global Equity Fund's estimated gain on his TOL holdings is $391,344.61, reflecting a 48.80% gain to date.

Symmetry Panoramic Global Equity Fund TOL ($120.78) Holding Chart

Symmetry Panoramic Global Equity Fund TOL ($120.78) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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