Boston Trust Walden’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 | $397K | Sell |
5,400
-400
| -7% | -$29.4K | ﹤0.01% | 333 |
|
2025
Q1 | $348K | Sell |
5,800
-1,625
| -22% | -$97.4K | ﹤0.01% | 338 |
|
2024
Q4 | $395K | Sell |
7,425
-3,125
| -30% | -$166K | ﹤0.01% | 331 |
|
2024
Q3 | $667K | Hold |
10,550
| – | – | ﹤0.01% | 304 |
|
2024
Q2 | $580K | Sell |
10,550
-1,000
| -9% | -$55K | ﹤0.01% | 312 |
|
2024
Q1 | $697K | Hold |
11,550
| – | – | 0.01% | 299 |
|
2023
Q4 | $746K | Hold |
11,550
| – | – | 0.01% | 292 |
|
2023
Q3 | $696K | Hold |
11,550
| – | – | 0.01% | 290 |
|
2023
Q2 | $716K | Sell |
11,550
-5,050
| -30% | -$313K | 0.01% | 292 |
|
2023
Q1 | $994K | Sell |
16,600
-50
| -0.3% | -$3K | 0.01% | 276 |
|
2022
Q4 | $1.08M | Buy |
16,650
+875
| +6% | +$56.7K | 0.01% | 279 |
|
2022
Q3 | $967K | Hold |
15,775
| – | – | 0.01% | 273 |
|
2022
Q2 | $1.04M | Buy |
15,775
+400
| +3% | +$26.2K | 0.01% | 273 |
|
2022
Q1 | $1.22M | Sell |
15,375
-50
| -0.3% | -$3.97K | 0.01% | 272 |
|
2021
Q4 | $1.18M | Sell |
15,425
-75
| -0.5% | -$5.75K | 0.01% | 278 |
|
2021
Q3 | $1.03M | Buy |
15,500
+425
| +3% | +$28.1K | 0.01% | 280 |
|
2021
Q2 | $1.06M | Hold |
15,075
| – | – | 0.01% | 283 |
|
2021
Q1 | $983K | Sell |
15,075
-115
| -0.8% | -$7.5K | 0.01% | 283 |
|
2020
Q4 | $857K | Hold |
15,190
| – | – | 0.01% | 286 |
|
2020
Q3 | $702K | Hold |
15,190
| – | – | 0.01% | 296 |
|
2020
Q2 | $678K | Hold |
15,190
| – | – | 0.01% | 297 |
|
2020
Q1 | $644K | Sell |
15,190
-1,750
| -10% | -$74.2K | 0.01% | 291 |
|
2019
Q4 | $951K | Hold |
16,940
| – | – | 0.01% | 293 |
|
2019
Q3 | $987K | Hold |
16,940
| – | – | 0.01% | 287 |
|
2019
Q2 | $989K | Hold |
16,940
| – | – | 0.01% | 298 |
|
2019
Q1 | $920K | Buy |
16,940
+160
| +1% | +$8.69K | 0.01% | 301 |
|
2018
Q4 | $834K | Sell |
16,780
-4,344
| -21% | -$216K | 0.01% | 303 |
|
2018
Q3 | $1.28M | Hold |
21,124
| – | – | 0.02% | 295 |
|
2018
Q2 | $1.22M | Buy |
21,124
+2,594
| +14% | +$150K | 0.02% | 296 |
|
2018
Q1 | $1.05M | Buy |
18,530
+447
| +2% | +$25.4K | 0.02% | 303 |
|
2017
Q4 | $1.06M | Buy |
18,083
+6,730
| +59% | +$394K | 0.02% | 302 |
|
2017
Q3 | $639K | Sell |
11,353
-250
| -2% | -$14.1K | 0.01% | 326 |
|
2017
Q2 | $585K | Buy |
+11,603
| New | +$585K | 0.01% | 327 |
|