Brown Shipley & Co’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 | $209K | Hold |
2,850
| – | – | 0.12% | 38 |
|
|
2025
Q1 | $171K | Hold |
2,850
| – | – | 0.1% | 39 |
|
|
2024
Q4 | $150K | Sell |
2,850
-2,525
| -47% | -$133K | 0.07% | 40 |
|
|
2024
Q3 | $460K | Sell |
5,375
-25
| -0.5% | -$2.14K | 0.23% | 30 |
|
|
2024
Q2 | $406K | Sell |
5,400
-412
| -7% | -$31K | 0.18% | 31 |
|
|
2024
Q1 | $350K | Sell |
5,812
-13
| -0.2% | -$783 | 0.11% | 48 |
|
|
2023
Q4 | $378K | Hold |
5,825
| – | – | 0.19% | 43 |
|
|
2023
Q3 | $353K | Hold |
5,825
| – | – | 0.19% | 48 |
|
|
2023
Q2 | $361K | Hold |
5,825
| – | – | 0.15% | 58 |
|
|
2023
Q1 | $349K | Buy |
+5,825
| New | +$349K | 0.22% | 45 |
|