Ballentine Partners’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 | $849K | Buy |
11,559
+237
| +2% | +$17.4K | 0.01% | 354 |
|
|
2025
Q1 | $679K | Buy |
11,322
+265
| +2% | +$15.9K | 0.01% | 367 |
|
|
2024
Q4 | $589K | Sell |
11,057
-501
| -4% | -$26.7K | 0.01% | 389 |
|
|
2024
Q3 | $731K | Buy |
11,558
+608
| +6% | +$38.5K | 0.01% | 345 |
|
|
2024
Q2 | $602K | Sell |
10,950
-277
| -2% | -$15.2K | 0.01% | 369 |
|
|
2024
Q1 | $678K | Buy |
11,227
+1,244
| +12% | +$75.1K | 0.01% | 329 |
|
|
2023
Q4 | $645K | Sell |
9,983
-822
| -8% | -$53.1K | 0.01% | 314 |
|
|
2023
Q3 | $651K | Buy |
10,805
+431
| +4% | +$26K | 0.02% | 266 |
|
|
2023
Q2 | $643K | Sell |
10,374
-423
| -4% | -$26.2K | 0.01% | 255 |
|
|
2023
Q1 | $647K | Buy |
10,797
+1,630
| +18% | +$97.6K | 0.02% | 254 |
|
|
2022
Q4 | $594K | Buy |
9,167
+6
| +0.1% | +$389 | 0.02% | 248 |
|
|
2022
Q3 | $562K | Hold |
9,161
| – | – | 0.02% | 229 |
|
|
2022
Q2 | $601K | Sell |
9,161
-141
| -2% | -$9.25K | 0.02% | 214 |
|
|
2022
Q1 | $739K | Sell |
9,302
-50
| -0.5% | -$3.97K | 0.02% | 208 |
|
|
2021
Q4 | $716K | Hold |
9,352
| – | – | 0.02% | 221 |
|
|
2021
Q3 | $619K | Buy |
9,352
+178
| +2% | +$11.8K | 0.02% | 209 |
|
|
2021
Q2 | $642K | Sell |
9,174
-14
| -0.2% | -$980 | 0.02% | 203 |
|
|
2021
Q1 | $600K | Sell |
9,188
-242
| -3% | -$15.8K | 0.02% | 202 |
|
|
2020
Q4 | $532K | Sell |
9,430
-50
| -0.5% | -$2.82K | 0.02% | 209 |
|
|
2020
Q3 | $438K | Buy |
9,480
+102
| +1% | +$4.71K | 0.02% | 220 |
|
|
2020
Q2 | $419K | Sell |
9,378
-1,155
| -11% | -$51.6K | 0.02% | 226 |
|
|
2020
Q1 | $447K | Sell |
10,533
-3,298
| -24% | -$140K | 0.03% | 200 |
|
|
2019
Q4 | $776K | Sell |
13,831
-70
| -0.5% | -$3.93K | 0.04% | 184 |
|
|
2019
Q3 | $810K | Sell |
13,901
-9
| -0.1% | -$524 | 0.04% | 166 |
|
|
2019
Q2 | $812K | Buy |
13,910
+1,129
| +9% | +$65.9K | 0.04% | 168 |
|
|
2019
Q1 | $694K | Sell |
12,781
-461
| -3% | -$25K | 0.04% | 163 |
|
|
2018
Q4 | $659K | Buy |
13,242
+194
| +1% | +$9.66K | 0.04% | 162 |
|
|
2018
Q3 | $793K | Sell |
13,048
-70
| -0.5% | -$4.25K | 0.04% | 150 |
|
|
2018
Q2 | $759K | Buy |
13,118
+522
| +4% | +$30.2K | 0.04% | 144 |
|
|
2018
Q1 | $716K | Sell |
12,596
-221
| -2% | -$12.6K | 0.04% | 149 |
|
|
2017
Q4 | $750K | Sell |
12,817
-719
| -5% | -$42.1K | 0.04% | 149 |
|
|
2017
Q3 | $762K | Sell |
13,536
-746
| -5% | -$42K | 0.04% | 148 |
|
|
2017
Q2 | $742K | Sell |
14,282
-256
| -2% | -$13.3K | 0.05% | 154 |
|
|
2017
Q1 | $729K | Buy |
14,538
+3,453
| +31% | +$173K | 0.05% | 92 |
|
|
2016
Q4 | $547K | Sell |
11,085
-35
| -0.3% | -$1.73K | 0.04% | 101 |
|
|
2016
Q3 | $494K | Sell |
11,120
-67
| -0.6% | -$2.98K | 0.04% | 100 |
|
|
2016
Q2 | $480K | Buy |
11,187
+16
| +0.1% | +$687 | 0.04% | 115 |
|
|
2016
Q1 | $481K | Buy |
11,171
+1,050
| +10% | +$45.2K | 0.04% | 110 |
|
|
2015
Q4 | $396K | Buy |
10,121
+537
| +6% | +$21K | 0.04% | 114 |
|
|
2015
Q3 | $378K | Buy |
9,584
+418
| +5% | +$16.5K | 0.04% | 107 |
|
|
2015
Q2 | $390K | Sell |
9,166
-767
| -8% | -$32.6K | 0.04% | 107 |
|
|
2015
Q1 | $426K | Buy |
9,933
+155
| +2% | +$6.65K | 0.04% | 102 |
|
|
2014
Q4 | $467K | Sell |
9,778
-337
| -3% | -$16.1K | 0.05% | 92 |
|
|
2014
Q3 | $495K | Buy |
10,115
+493
| +5% | +$24.1K | 0.06% | 81 |
|
|
2014
Q2 | $495K | Sell |
9,622
-1,312
| -12% | -$67.5K | 0.06% | 80 |
|
|
2014
Q1 | $509K | Buy |
10,934
+1,854
| +20% | +$86.3K | 0.06% | 77 |
|
|
2013
Q4 | $428K | Hold |
9,080
| – | – | 0.05% | 88 |
|
|
2013
Q3 | $409K | Buy |
9,080
+142
| +2% | +$6.4K | 0.05% | 86 |
|
|
2013
Q2 | $359K | Buy |
+8,938
| New | +$359K | 0.05% | 80 |
|