Ownership history in Compass Wealth Management LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in TOLL BROTHERS INC (TOL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 3,020 | — | 0% | 0.09% | $417K | $137.62 |
| 2025 Q2 | REDUCED | 3,020 | -700 | -18.8% | 0.08% | $345K | $113.47 |
| 2025 Q1 | UNCHANGED | 3,720 | — | 0% | 0.10% | $393K | $104.69 |
| 2024 Q4 | REDUCED | 3,720 | -200 | -5.1% | 0.11% | $469K | $124.65 |
| 2024 Q3 | REDUCED | 3,920 | -150 | -3.7% | 0.14% | $606K | $152.66 |
| 2024 Q2 | UNCHANGED | 4,070 | — | 0% | 0.12% | $469K | $113.59 |
| 2024 Q1 | REDUCED | 4,070 | -125 | -3.0% | 0.13% | $527K | $127.35 |
| 2023 Q4 | REDUCED | 4,195 | -1,000 | -19.2% | 0.12% | $431K | $100.98 |
| 2023 Q3 | REDUCED | 5,195 | -1,100 | -17.5% | 0.12% | $384K | $72.44 |
| 2023 Q2 | UNCHANGED | 6,295 | — | 0% | 0.12% | $378K | $77.24 |
As of 2025 Q4 — sorted by position size