AssetMark Inc’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 | $20.7K | Buy |
282
+20
| +8% | +$1.47K | ﹤0.01% | 1796 |
|
|
2025
Q1 | $15.7K | Hold |
262
| – | – | ﹤0.01% | 1753 |
|
|
2024
Q4 | $13.9K | Buy |
262
+37
| +16% | +$1.97K | ﹤0.01% | 1731 |
|
|
2024
Q3 | $14.2K | Sell |
225
-5,406
| -96% | -$342K | ﹤0.01% | 1567 |
|
|
2024
Q2 | $309K | Sell |
5,631
-2,466
| -30% | -$136K | ﹤0.01% | 933 |
|
|
2024
Q1 | $489K | Sell |
8,097
-972
| -11% | -$58.7K | ﹤0.01% | 832 |
|
|
2023
Q4 | $586K | Buy |
9,069
+355
| +4% | +$22.9K | ﹤0.01% | 773 |
|
|
2023
Q3 | $525K | Sell |
8,714
-2,071
| -19% | -$125K | ﹤0.01% | 747 |
|
|
2023
Q2 | $669K | Sell |
10,785
-4,165
| -28% | -$258K | ﹤0.01% | 676 |
|
|
2023
Q1 | $896K | Buy |
14,950
+1,432
| +11% | +$85.8K | ﹤0.01% | 621 |
|
|
2022
Q4 | $875K | Sell |
13,518
-2,849
| -17% | -$185K | ﹤0.01% | 605 |
|
|
2022
Q3 | $1M | Buy |
16,367
+11
| +0.1% | +$675 | ﹤0.01% | 510 |
|
|
2022
Q2 | $1.07M | Buy |
16,356
+16,106
| +6,442% | +$1.06M | ﹤0.01% | 479 |
|
|
2022
Q1 | $20K | Hold |
250
| – | – | ﹤0.01% | 1078 |
|
|
2021
Q4 | $19K | Buy |
+250
| New | +$19K | ﹤0.01% | 1066 |
|
|
2020
Q4 | – | Sell |
-682
| Closed | -$32K | – | 1490 |
|
|
2020
Q3 | $32K | Hold |
682
| – | – | ﹤0.01% | 755 |
|
|
2020
Q2 | $30K | Hold |
682
| – | – | ﹤0.01% | 742 |
|
|
2020
Q1 | $29K | Hold |
682
| – | – | ﹤0.01% | 795 |
|
|
2019
Q4 | $38K | Hold |
682
| – | – | ﹤0.01% | 804 |
|
|
2019
Q3 | $40K | Hold |
682
| – | – | ﹤0.01% | 768 |
|
|
2019
Q2 | $40K | Hold |
682
| – | – | ﹤0.01% | 757 |
|
|
2019
Q1 | $37K | Sell |
682
-26
| -4% | -$1.41K | ﹤0.01% | 757 |
|
|
2018
Q4 | $35K | Sell |
708
-4
| -0.6% | -$198 | ﹤0.01% | 768 |
|
|
2018
Q3 | $43K | Buy |
712
+30
| +4% | +$1.81K | ﹤0.01% | 777 |
|
|
2018
Q2 | $39K | Buy |
+682
| New | +$39K | ﹤0.01% | 778 |
|
|
2018
Q1 | – | Sell |
-306
| Closed | -$18K | – | 1958 |
|
|
2017
Q4 | $18K | Sell |
306
-336
| -52% | -$19.8K | ﹤0.01% | 1016 |
|
|
2017
Q3 | $36K | Buy |
642
+22
| +4% | +$1.23K | ﹤0.01% | 777 |
|
|
2017
Q2 | $31K | Buy |
620
+521
| +526% | +$26.1K | ﹤0.01% | 800 |
|
|
2017
Q1 | $5K | Sell |
99
-1
| -1% | -$51 | ﹤0.01% | 1038 |
|
|
2016
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1044 |
|
|
2016
Q3 | – | Sell |
-64
| Closed | -$3K | – | 1280 |
|
|
2016
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 1073 |
|
|
2016
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 1042 |
|
|
2015
Q4 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 1051 |
|