Berger Financial Group’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$282K Hold
2025
Q2
$259K Hold
2025
Q1
$211K Buy
2024
Q4
Sell
2024
Q3
$281K Sell
2024
Q2
$246K Buy
2024
Q1
$268K Sell
2023
Q4
$301K Sell
2023
Q3
$282K Buy
2023
Q2
$286K Buy
2023
Q1
$270K Buy
2022
Q4
$254K Buy
2022
Q3
$236K Buy
2022
Q2
$250K Buy
2022
Q1
$299K Sell
2021
Q4
$289K Hold
2021
Q3
$249K Buy
2021
Q2
$236K Sell
2021
Q1
$235K Sell
2020
Q4
$207K Buy