Carson Wealth (CWM LLC)’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
7,410
-112
| -1% | -$8.22K | ﹤0.01% | 1551 |
|
|
2025
Q1 | $451K | Buy |
7,522
+244
| +3% | +$14.6K | ﹤0.01% | 1489 |
|
|
2024
Q4 | $387K | Buy |
7,278
+70
| +1% | +$3.72K | ﹤0.01% | 1482 |
|
|
2024
Q3 | $456K | Buy |
7,208
+170
| +2% | +$10.8K | ﹤0.01% | 1350 |
|
|
2024
Q2 | $387K | Buy |
7,038
+496
| +8% | +$27.3K | ﹤0.01% | 1288 |
|
|
2024
Q1 | $395K | Buy |
6,542
+14
| +0.2% | +$845 | ﹤0.01% | 1216 |
|
|
2023
Q4 | $422K | Buy |
6,528
+863
| +15% | +$55.8K | ﹤0.01% | 1123 |
|
|
2023
Q3 | $341K | Sell |
5,665
-325
| -5% | -$19.6K | ﹤0.01% | 1111 |
|
|
2023
Q2 | $371K | Buy |
5,990
+3,470
| +138% | +$215K | ﹤0.01% | 1042 |
|
|
2023
Q1 | $151K | Sell |
2,520
-1,111
| -31% | -$66.6K | ﹤0.01% | 1314 |
|
|
2022
Q4 | $235K | Buy |
3,631
+148
| +4% | +$9.58K | ﹤0.01% | 1037 |
|
|
2022
Q3 | $214K | Buy |
3,483
+131
| +4% | +$8.05K | ﹤0.01% | 1019 |
|
|
2022
Q2 | $220K | Buy |
3,352
+482
| +17% | +$31.6K | ﹤0.01% | 1011 |
|
|
2022
Q1 | $228K | Buy |
2,870
+263
| +10% | +$20.9K | ﹤0.01% | 989 |
|
|
2021
Q4 | $200K | Buy |
+2,607
| New | +$200K | ﹤0.01% | 1020 |
|
|
2021
Q2 | $9.27M | Hold |
132,328
| – | – | 0.07% | 204 |
|
|
2021
Q1 | $9.27M | Hold |
132,328
| – | – | 0.07% | 204 |
|
|
2020
Q4 | $9.27M | Hold |
132,328
| – | – | 0.07% | 204 |
|
|
2020
Q3 | $9.27M | Hold |
132,328
| – | – | 0.07% | 204 |
|
|
2020
Q2 | $9.27M | Hold |
132,328
| – | – | 0.07% | 204 |
|
|
2020
Q1 | $9.27M | Hold |
132,328
| – | – | 0.07% | 204 |
|
|
2019
Q4 | $9.27M | Hold |
132,328
| – | – | 0.07% | 204 |
|
|
2019
Q3 | $9.27M | Hold |
132,328
| – | – | 0.07% | 204 |
|
|
2019
Q2 | $9.27M | Hold |
132,328
| – | – | 0.07% | 204 |
|
|
2019
Q1 | $9.27M | Buy |
132,328
+108,258
| +450% | +$7.58M | 0.07% | 204 |
|
|
2018
Q4 | $1.2M | Buy |
24,070
+18,630
| +342% | +$926K | 0.03% | 349 |
|
|
2018
Q3 | $331K | Buy |
5,440
+4,115
| +311% | +$250K | 0.01% | 428 |
|
|
2018
Q2 | $77K | Buy |
1,325
+231
| +21% | +$13.4K | ﹤0.01% | 561 |
|
|
2018
Q1 | $62K | Hold |
1,094
| – | – | ﹤0.01% | 517 |
|
|
2017
Q4 | $64K | Hold |
1,094
| – | – | ﹤0.01% | 493 |
|
|
2017
Q3 | $62K | Hold |
1,094
| – | – | ﹤0.01% | 480 |
|
|
2017
Q2 | $55K | Hold |
1,094
| – | – | ﹤0.01% | 465 |
|
|
2017
Q1 | $55K | Hold |
1,094
| – | – | ﹤0.01% | 441 |
|
|
2016
Q4 | $54K | Hold |
1,094
| – | – | ﹤0.01% | 439 |
|
|
2016
Q3 | $49K | Hold |
1,094
| – | – | ﹤0.01% | 424 |
|
|
2016
Q2 | $47K | Sell |
1,094
-74
| -6% | -$3.18K | ﹤0.01% | 378 |
|
|
2016
Q1 | $50K | Sell |
1,168
-21
| -2% | -$899 | ﹤0.01% | 339 |
|
|
2015
Q4 | $47K | Sell |
1,189
-46
| -4% | -$1.82K | ﹤0.01% | 320 |
|
|
2015
Q3 | $49K | Buy |
+1,235
| New | +$49K | ﹤0.01% | 288 |
|