Adell Harriman & Carpenter’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $486K | Sell |
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|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $896K | Sell |
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|
2024
Q2 | $913K | Sell |
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|
2024
Q1 | $3.84M | Sell |
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|
2023
Q4 | $6.8M | Sell |
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|
2023
Q3 | $6.58M | Sell |
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|
2023
Q2 | $7.28M | Sell |
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|
2023
Q1 | $6.98M | Buy |
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|
2022
Q4 | $7.07M | Buy |
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|
2022
Q3 | $5.43M | Buy |
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|
2022
Q2 | $5.75M | Sell |
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|
2022
Q1 | $7.04M | Buy |
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|
2021
Q4 | $6.65M | Buy |
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|
2021
Q3 | $5.33M | Buy |
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|
2021
Q2 | $5.53M | Buy |
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|
2021
Q1 | $4.57M | Buy |
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|
2020
Q4 | $3.49M | Sell |
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|
2020
Q3 | $3.16M | Sell |
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|
2020
Q2 | $3.46M | Sell |
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|
2020
Q1 | $4.33M | Sell |
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|
2019
Q4 | $6.1M | Buy |
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|
2019
Q3 | $6.31M | Buy |
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|
2019
Q2 | $5.84M | Buy |
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|
2019
Q1 | $4.94M | Buy |
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|
2018
Q4 | $4.17M | Sell |
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|
2018
Q3 | $5.23M | Buy |
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|
2018
Q2 | $4.76M | Buy |
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|
2018
Q1 | $4.55M | Buy |
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|
2017
Q4 | $4.52M | Sell |
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|
2017
Q3 | $4.45M | Buy |
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|
2017
Q2 | $3.93M | Buy |
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|
2017
Q1 | $3.48M | Buy |
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|
2016
Q4 | $327K | Buy |
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|
2016
Q3 | $2.64M | Buy |
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|
2016
Q2 | $2.44M | Buy |
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|
2016
Q1 | $2.04M | Sell |
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|
2015
Q4 | $2.02M | Buy |
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|
2015
Q3 | $2.01M | Sell |
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|
2015
Q2 | $2.4M | Sell |
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|
2015
Q1 | $2.66M | Sell |
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|
2014
Q4 | $3.52M | Sell |
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|
2014
Q3 | $3.86M | Hold |
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|
2014
Q2 | $3.86M | Buy |
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|
2014
Q1 | $3.46M | Buy |
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|
2013
Q4 | $343K | Sell |
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|
2013
Q3 | $3.32M | Sell |
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|
2013
Q2 | $2.98M | Buy |
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