Baldwin Wealth Partners’s Toronto Dominion Bank TD Stock Holding History

Baldwin Wealth Partners’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.56M	Sell	34,875 -11,500	-25%	-$845K	0.17%	75
2025 Q1	$2.78M	Sell	46,375 -400	-0.9%	-$24K	0.2%	74
2024 Q4	$2.49M	Sell	46,775 -5,800	-11%	-$309K	0.17%	78
2024 Q3	$3.33M	Sell	52,575 -2,258	-4%	-$143K	0.23%	74
2024 Q2	$3.01M	Hold	54,833	–	–	0.23%	70
2024 Q1	$3.31M	Sell	54,833 -1,000	-2%	-$60.4K	0.25%	71
2023 Q4	$3.61M	Sell	55,833 -1,820	-3%	-$118K	0.28%	67
2023 Q3	$3.47M	Hold	57,653	–	–	0.3%	67
2023 Q2	$3.58M	Sell	57,653 -24	-0%	-$1.49K	0.29%	73
2023 Q1	$3.45M	Sell	57,677 -53	-0.1%	-$3.18K	0.3%	69
2022 Q4	$3.74M	Buy	57,730 +43,504	+306%	+$2.82M	0.34%	73
2022 Q3	$873K	Buy	14,226 +258	+2%	+$15.8K	0.12%	74
2022 Q2	$916K	Sell	13,968 -65	-0.5%	-$4.26K	0.12%	77
2022 Q1	$1.11M	Sell	14,033 -45	-0.3%	-$3.57K	0.12%	74
2021 Q4	$1.08M	Hold	14,078	–	–	0.11%	74
2021 Q3	$931K	Buy	14,078 +190	+1%	+$12.6K	0.1%	72
2021 Q2	$973K	Sell	13,888 -41	-0.3%	-$2.87K	0.11%	75
2021 Q1	$909K	Buy	13,929 +53	+0.4%	+$3.46K	0.11%	74
2020 Q4	$783K	Sell	13,876 -746	-5%	-$42.1K	0.1%	80
2020 Q3	$676K	Buy	14,622 +325	+2%	+$15K	0.09%	88
2020 Q2	$638K	Buy	14,297 +25	+0.2%	+$1.12K	0.09%	88
2020 Q1	$605K	Sell	14,272 -2,789	-16%	-$118K	0.11%	86
2019 Q4	$958K	Hold	17,061	–	–	0.13%	81
2019 Q3	$994K	Buy	17,061 +1,215	+8%	+$70.8K	0.15%	79
2019 Q2	$925K	Hold	15,846	–	–	0.14%	88
2019 Q1	$860K	Hold	15,846	–	–	0.13%	91
2018 Q4	$788K	Hold	15,846	–	–	0.13%	89
2018 Q3	$963K	Hold	15,846	–	–	0.13%	93
2018 Q2	$917K	Buy	15,846 +15,746	+15,746%	+$911K	0.14%	94
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	451
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	435
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	434
2017 Q2	$5K	Sell	100 -100	-50%	-$5K	﹤0.01%	445
2017 Q1	$10K	Hold	200	–	–	﹤0.01%	427
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	446
2016 Q3	$9K	Hold	200	–	–	﹤0.01%	466
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	406
2016 Q1	$9K	Buy	+200	New	+$9K	﹤0.01%	422