Cabot Wealth Management’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 | $443K | Hold |
6,032
| – | – | 0.05% | 102 |
|
|
2025
Q1 | $362K | Hold |
6,032
| – | – | 0.05% | 102 |
|
|
2024
Q4 | $321K | Hold |
6,032
| – | – | 0.04% | 107 |
|
|
2024
Q3 | $382K | Hold |
6,032
| – | – | 0.05% | 108 |
|
|
2024
Q2 | $332K | Hold |
6,032
| – | – | 0.04% | 118 |
|
|
2024
Q1 | $364K | Sell |
6,032
-130
| -2% | -$7.85K | 0.05% | 123 |
|
|
2023
Q4 | $398K | Hold |
6,162
| – | – | 0.06% | 121 |
|
|
2023
Q3 | $371K | Hold |
6,162
| – | – | 0.06% | 120 |
|
|
2023
Q2 | $382K | Sell |
6,162
-625
| -9% | -$38.7K | 0.06% | 122 |
|
|
2023
Q1 | $407K | Sell |
6,787
-570
| -8% | -$34.2K | 0.06% | 113 |
|
|
2022
Q4 | $476K | Sell |
7,357
-7,808
| -51% | -$505K | 0.08% | 111 |
|
|
2022
Q3 | $930K | Sell |
15,165
-14,133
| -48% | -$867K | 0.16% | 92 |
|
|
2022
Q2 | $1.92M | Hold |
29,298
| – | – | 0.3% | 73 |
|
|
2022
Q1 | $2.33M | Hold |
29,298
| – | – | 0.31% | 74 |
|
|
2021
Q4 | $2.25M | Hold |
29,298
| – | – | 0.28% | 79 |
|
|
2021
Q3 | $1.94M | Hold |
29,298
| – | – | 0.26% | 81 |
|
|
2021
Q2 | $2.05M | Sell |
29,298
-1,995
| -6% | -$140K | 0.27% | 78 |
|
|
2021
Q1 | $2.04M | Sell |
31,293
-2
| -0% | -$130 | 0.29% | 74 |
|
|
2020
Q4 | $1.77M | Hold |
31,295
| – | – | 0.27% | 74 |
|
|
2020
Q3 | $1.45M | Hold |
31,295
| – | – | 0.26% | 74 |
|
|
2020
Q2 | $1.4M | Buy |
31,295
+17,490
| +127% | +$780K | 0.28% | 71 |
|
|
2020
Q1 | $585K | Buy |
+13,805
| New | +$585K | 0.14% | 85 |
|