Berger Financial Group’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 | $259K | Hold |
3,526
| – | – | 0.02% | 361 |
|
|
2025
Q1 | $211K | Buy |
+3,526
| New | +$211K | 0.01% | 399 |
|
|
2024
Q4 | – | Sell |
-4,443
| Closed | -$281K | – | 429 |
|
|
2024
Q3 | $281K | Sell |
4,443
-24
| -0.5% | -$1.52K | 0.02% | 321 |
|
|
2024
Q2 | $246K | Buy |
4,467
+23
| +0.5% | +$1.26K | 0.02% | 324 |
|
|
2024
Q1 | $268K | Sell |
4,444
-221
| -5% | -$13.3K | 0.02% | 298 |
|
|
2023
Q4 | $301K | Sell |
4,665
-22
| -0.5% | -$1.42K | 0.03% | 228 |
|
|
2023
Q3 | $282K | Buy |
4,687
+73
| +2% | +$4.4K | 0.03% | 216 |
|
|
2023
Q2 | $286K | Buy |
4,614
+100
| +2% | +$6.2K | 0.03% | 219 |
|
|
2023
Q1 | $270K | Buy |
4,514
+596
| +15% | +$35.7K | 0.03% | 219 |
|
|
2022
Q4 | $254K | Buy |
3,918
+62
| +2% | +$4.02K | 0.03% | 221 |
|
|
2022
Q3 | $236K | Buy |
3,856
+50
| +1% | +$3.06K | 0.03% | 215 |
|
|
2022
Q2 | $250K | Buy |
3,806
+42
| +1% | +$2.76K | 0.04% | 207 |
|
|
2022
Q1 | $299K | Sell |
3,764
-1
| -0% | -$79 | 0.04% | 211 |
|
|
2021
Q4 | $289K | Hold |
3,765
| – | – | 0.04% | 214 |
|
|
2021
Q3 | $249K | Buy |
3,765
+402
| +12% | +$26.6K | 0.04% | 182 |
|
|
2021
Q2 | $236K | Sell |
3,363
-237
| -7% | -$16.6K | 0.04% | 185 |
|
|
2021
Q1 | $235K | Sell |
3,600
-72
| -2% | -$4.7K | 0.05% | 173 |
|
|
2020
Q4 | $207K | Buy |
+3,672
| New | +$207K | 0.04% | 197 |
|