Beaton Management Company’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 | $5.06M | Sell |
68,858
-2,714
| -4% | -$199K | 2.47% | 8 |
|
|
2025
Q1 | $4.29M | Sell |
71,572
-4,100
| -5% | -$246K | 2.23% | 12 |
|
|
2024
Q4 | $4.03M | Sell |
75,672
-6,855
| -8% | -$365K | 2.03% | 13 |
|
|
2024
Q3 | $5.22M | Hold |
82,527
| – | – | 2.64% | 6 |
|
|
2024
Q2 | $4.54M | Sell |
82,527
-900
| -1% | -$49.5K | 2.44% | 9 |
|
|
2024
Q1 | $5.04M | Sell |
83,427
-1,450
| -2% | -$87.5K | 2.74% | 5 |
|
|
2023
Q4 | $5.49M | Sell |
84,877
-1,117
| -1% | -$72.2K | 3.28% | 3 |
|
|
2023
Q3 | $5.18M | Hold |
85,994
| – | – | 3.37% | 4 |
|
|
2023
Q2 | $5.33M | Sell |
85,994
-300
| -0.3% | -$18.6K | 3.37% | 3 |
|
|
2023
Q1 | $5.17M | Sell |
86,294
-1,000
| -1% | -$59.9K | 3.49% | 3 |
|
|
2022
Q4 | $5.65M | Sell |
87,294
-234
| -0.3% | -$15.2K | 3.79% | 1 |
|
|
2022
Q3 | $5.37M | Sell |
87,528
-350
| -0.4% | -$21.5K | 4.06% | 1 |
|
|
2022
Q2 | $5.76M | Buy |
87,878
+2,000
| +2% | +$131K | 4.09% | 1 |
|
|
2022
Q1 | $6.82M | Buy |
85,878
+1,500
| +2% | +$119K | 4.21% | 1 |
|
|
2021
Q4 | $6.47M | Sell |
84,378
-100
| -0.1% | -$7.67K | 3.86% | 1 |
|
|
2021
Q3 | $5.59M | Buy |
84,478
+4,525
| +6% | +$299K | 3.7% | 1 |
|
|
2021
Q2 | $5.6M | Sell |
79,953
-822
| -1% | -$57.6K | 3.56% | 1 |
|
|
2021
Q1 | $5.27M | Sell |
80,775
-11,000
| -12% | -$717K | 3.64% | 1 |
|
|
2020
Q4 | $5.18M | Buy |
91,775
+2,900
| +3% | +$164K | 3.82% | 1 |
|
|
2020
Q3 | $4.11M | Buy |
88,875
+5,800
| +7% | +$268K | 3.39% | 2 |
|
|
2020
Q2 | $3.71M | Sell |
83,075
-14,352
| -15% | -$640K | 3.3% | 2 |
|
|
2020
Q1 | $4.13M | Buy |
97,427
+2,132
| +2% | +$90.4K | 4.14% | 1 |
|
|
2019
Q4 | $5.35M | Sell |
95,295
-11,775
| -11% | -$661K | 4.2% | 1 |
|
|
2019
Q3 | $6.24M | Buy |
107,070
+13,068
| +14% | +$761K | 5.05% | 1 |
|
|
2019
Q2 | $5.49M | Buy |
94,002
+6,220
| +7% | +$363K | 4.55% | 1 |
|
|
2019
Q1 | $4.77M | Sell |
87,782
-314
| -0.4% | -$17.1K | 4.12% | 2 |
|
|
2018
Q4 | $4.38M | Buy |
88,096
+6,000
| +7% | +$298K | 4.3% | 2 |
|
|
2018
Q3 | $4.99M | Buy |
82,096
+1,308
| +2% | +$79.5K | 4.12% | 2 |
|
|
2018
Q2 | $4.67M | Buy |
80,788
+11,670
| +17% | +$675K | 4.19% | 2 |
|
|
2018
Q1 | $3.93M | Buy |
69,118
+4,500
| +7% | +$256K | 3.63% | 2 |
|
|
2017
Q4 | $3.79M | Sell |
64,618
-9,000
| -12% | -$527K | 3.41% | 2 |
|
|
2017
Q3 | $4.14M | Hold |
73,618
| – | – | 3.9% | 2 |
|
|
2017
Q2 | $3.71M | Buy |
+73,618
| New | +$3.71M | 3.68% | 2 |
|