Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.1K | Hold |
100
| – | – | ﹤0.01% | 939 |
|
|
2026
Q1 | $9.33K | Hold |
100
| – | – | ﹤0.01% | 921 |
|
|
2025
Q4 | $9.42K | Hold |
100
| – | – | ﹤0.01% | 876 |
|
|
2025
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 872 |
|
|
2025
Q2 | $7.34K | Hold |
100
| – | – | ﹤0.01% | 852 |
|
|
2025
Q1 | $5.99K | Hold |
100
| – | – | ﹤0.01% | 867 |
|
|
2024
Q4 | $5.32K | Sell |
100
-50
| -33% | -$2.81K | ﹤0.01% | 867 |
|
|
2024
Q3 | $9.49K | Hold |
150
| – | – | ﹤0.01% | 709 |
|
|
2024
Q2 | $8.24K | Hold |
150
| – | – | ﹤0.01% | 704 |
|
|
2024
Q1 | $9.06K | Sell |
150
-20
| -12% | -$1.21K | ﹤0.01% | 666 |
|
|
2023
Q4 | $11K | Buy |
170
+20
| +13% | +$1.2K | ﹤0.01% | 606 |
|
|
2023
Q3 | $9.04K | Hold |
150
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $9.3K | Hold |
150
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $8.98K | Hold |
150
| – | – | ﹤0.01% | 611 |
|
|
2022
Q4 | $9.71K | Hold |
150
| – | – | ﹤0.01% | 552 |
|
|
2022
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 576 |
|
|
2022
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 546 |
|
|
2022
Q1 | $12K | Hold |
150
| – | – | ﹤0.01% | 474 |
|
|
2021
Q4 | $12K | Hold |
150
| – | – | ﹤0.01% | 460 |
|
|
2021
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 463 |
|
|
2021
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 443 |
|
|
2021
Q1 | $10K | Sell |
150
-20
| -12% | -$1.22K | ﹤0.01% | 425 |
|
|
2020
Q4 | $9K | Buy |
170
+150
| +750% | +$7.6K | ﹤0.01% | 338 |
|
|
2020
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 485 |
|
|
2020
Q2 | $1K | Sell |
20
-149
| -88% | -$6.34K | ﹤0.01% | 437 |
|
|
2020
Q1 | $7K | Sell |
169
-11,357
| -99% | -$583K | ﹤0.01% | 303 |
|
|
2019
Q4 | $647K | Buy |
11,526
+546
| +5% | +$31K | 0.21% | 73 |
|
|
2019
Q3 | $640K | Buy |
10,980
+707
| +7% | +$40.2K | 0.31% | 57 |
|
|
2019
Q2 | $599K | Buy |
10,273
+268
| +3% | +$15.1K | 0.36% | 56 |
|
|
2019
Q1 | $543K | Buy |
10,005
+560
| +6% | +$31K | 0.26% | 58 |
|
|
2018
Q4 | $469K | Buy |
9,445
+71
| +0.8% | +$3.89K | 0.23% | 52 |
|
|
2018
Q3 | $570K | Buy |
9,374
+747
| +9% | +$44.5K | 0.33% | 49 |
|
|
2018
Q2 | $499K | Buy |
8,627
+100
| +1% | +$5.72K | 0.3% | 50 |
|
|
2018
Q1 | $483K | Buy |
8,527
+2,288
| +37% | +$134K | 0.28% | 52 |
|
|
2017
Q4 | $365K | Buy |
6,239
+5,571
| +834% | +$318K | 0.23% | 57 |
|
|
2017
Q3 | $37K | Buy |
+668
| New | +$35.1K | 0.03% | 157 |
|
Other funds holding TD
TWC
Bogart Wealth LLC's TD Position: Q2 2026 in Review
Bogart Wealth LLC held its Toronto Dominion Bank (TD) position steady in Q2 2026 at 100 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #939.
Bogart Wealth LLC first reported a position in TD in Q3 2017 and has held it in 36 quarters since. The position peaked at $647K in Q4 2019. 902 funds tracked by Wall St. Rank hold TD as of Q2 2026.
- Bogart Wealth LLC held 100 shares of Toronto Dominion Bank worth $12.1K as of Q2 2026.
- Bogart Wealth LLC left its Toronto Dominion Bank share count unchanged in Q2 2026.
- Toronto Dominion Bank made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #939 holding.
- Bogart Wealth LLC first reported a position in Toronto Dominion Bank in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's Toronto Dominion Bank position peaked at $647K in Q4 2019.
- 902 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.