Adell Harriman & Carpenter’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
6,320
-985
| -13% | -$72.3K | 0.03% | 130 |
|
|
2025
Q1 | $438K | Sell |
7,305
-1,180
| -14% | -$70.7K | 0.03% | 129 |
|
|
2024
Q4 | $452K | Sell |
8,485
-5,675
| -40% | -$302K | 0.03% | 124 |
|
|
2024
Q3 | $896K | Sell |
14,160
-2,450
| -15% | -$155K | 0.07% | 102 |
|
|
2024
Q2 | $913K | Sell |
16,610
-47,034
| -74% | -$2.58M | 0.07% | 100 |
|
|
2024
Q1 | $3.84M | Sell |
63,644
-41,597
| -40% | -$2.51M | 0.32% | 69 |
|
|
2023
Q4 | $6.8M | Sell |
105,241
-3,915
| -4% | -$253K | 0.63% | 47 |
|
|
2023
Q3 | $6.58M | Sell |
109,156
-6,750
| -6% | -$407K | 0.68% | 47 |
|
|
2023
Q2 | $7.28M | Sell |
115,906
-682
| -0.6% | -$42.8K | 0.74% | 44 |
|
|
2023
Q1 | $6.98M | Buy |
116,588
+7,342
| +7% | +$440K | 0.75% | 46 |
|
|
2022
Q4 | $7.07M | Buy |
109,246
+20,764
| +23% | +$1.34M | 0.81% | 47 |
|
|
2022
Q3 | $5.43M | Buy |
88,482
+815
| +0.9% | +$50K | 0.66% | 50 |
|
|
2022
Q2 | $5.75M | Sell |
87,667
-965
| -1% | -$63.3K | 0.71% | 49 |
|
|
2022
Q1 | $7.04M | Buy |
88,632
+1,960
| +2% | +$156K | 0.68% | 46 |
|
|
2021
Q4 | $6.65M | Buy |
86,672
+6,111
| +8% | +$469K | 0.62% | 50 |
|
|
2021
Q3 | $5.33M | Buy |
80,561
+1,568
| +2% | +$104K | 0.55% | 56 |
|
|
2021
Q2 | $5.53M | Buy |
78,993
+8,935
| +13% | +$626K | 0.58% | 56 |
|
|
2021
Q1 | $4.57M | Buy |
70,058
+8,275
| +13% | +$540K | 0.55% | 60 |
|
|
2020
Q4 | $3.49M | Sell |
61,783
-6,650
| -10% | -$375K | 0.46% | 64 |
|
|
2020
Q3 | $3.16M | Sell |
68,433
-9,196
| -12% | -$425K | 0.47% | 65 |
|
|
2020
Q2 | $3.46M | Sell |
77,629
-24,502
| -24% | -$1.09M | 0.59% | 53 |
|
|
2020
Q1 | $4.33M | Sell |
102,131
-6,461
| -6% | -$274K | 0.92% | 40 |
|
|
2019
Q4 | $6.1M | Buy |
108,592
+250
| +0.2% | +$14K | 1% | 36 |
|
|
2019
Q3 | $6.31M | Buy |
108,342
+8,240
| +8% | +$480K | 1.14% | 32 |
|
|
2019
Q2 | $5.84M | Buy |
100,102
+9,200
| +10% | +$537K | 1.09% | 34 |
|
|
2019
Q1 | $4.94M | Buy |
90,902
+6,998
| +8% | +$380K | 0.96% | 39 |
|
|
2018
Q4 | $4.17M | Sell |
83,904
-2,128
| -2% | -$106K | 0.92% | 37 |
|
|
2018
Q3 | $5.23M | Buy |
86,032
+3,750
| +5% | +$228K | 0.98% | 38 |
|
|
2018
Q2 | $4.76M | Buy |
82,282
+2,250
| +3% | +$130K | 0.94% | 37 |
|
|
2018
Q1 | $4.55M | Buy |
80,032
+2,800
| +4% | +$159K | 0.94% | 39 |
|
|
2017
Q4 | $4.52M | Sell |
77,232
-1,800
| -2% | -$105K | 0.96% | 38 |
|
|
2017
Q3 | $4.45M | Buy |
79,032
+1,100
| +1% | +$61.9K | 0.97% | 40 |
|
|
2017
Q2 | $3.93M | Buy |
77,932
+8,458
| +12% | +$426K | 0.89% | 43 |
|
|
2017
Q1 | $3.48M | Buy |
69,474
+3,142
| +5% | +$157K | 0.8% | 48 |
|
|
2016
Q4 | $327K | Buy |
66,332
+6,902
| +12% | +$34.1K | 0.08% | 110 |
|
|
2016
Q3 | $2.64M | Buy |
59,430
+2,500
| +4% | +$111K | 0.67% | 54 |
|
|
2016
Q2 | $2.44M | Buy |
56,930
+9,724
| +21% | +$417K | 0.64% | 54 |
|
|
2016
Q1 | $2.04M | Sell |
47,206
-4,304
| -8% | -$186K | 0.55% | 56 |
|
|
2015
Q4 | $2.02M | Buy |
51,510
+400
| +0.8% | +$15.7K | 0.54% | 59 |
|
|
2015
Q3 | $2.01M | Sell |
51,110
-5,350
| -9% | -$211K | 0.59% | 55 |
|
|
2015
Q2 | $2.4M | Sell |
56,460
-5,600
| -9% | -$238K | 0.62% | 58 |
|
|
2015
Q1 | $2.66M | Sell |
62,060
-11,650
| -16% | -$499K | 0.7% | 52 |
|
|
2014
Q4 | $3.52M | Sell |
73,710
-1,350
| -2% | -$64.5K | 0.96% | 39 |
|
|
2014
Q3 | $3.86M | Hold |
75,060
| – | – | 1.06% | 33 |
|
|
2014
Q2 | $3.86M | Buy |
75,060
+1,440
| +2% | +$74K | 1.06% | 33 |
|
|
2014
Q1 | $3.46M | Buy |
73,620
+790
| +1% | +$37.1K | 1.02% | 35 |
|
|
2013
Q4 | $343K | Sell |
72,830
-1,000
| -1% | -$4.71K | 0.11% | 99 |
|
|
2013
Q3 | $3.32M | Sell |
73,830
-300
| -0.4% | -$13.5K | 0.93% | 35 |
|
|
2013
Q2 | $2.98M | Buy |
+74,130
| New | +$2.98M | 1.07% | 38 |
|