Cobblestone Capital Advisors’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 | $1.21M | Hold |
16,412
| – | – | 0.06% | 124 |
|
|
2025
Q1 | $984K | Sell |
16,412
-382
| -2% | -$22.9K | 0.05% | 141 |
|
|
2024
Q4 | $894K | Hold |
16,794
| – | – | 0.05% | 145 |
|
|
2024
Q3 | $1.06M | Hold |
16,794
| – | – | 0.06% | 133 |
|
|
2024
Q2 | $923K | Buy |
16,794
+164
| +1% | +$9.01K | 0.06% | 134 |
|
|
2024
Q1 | $1M | Hold |
16,630
| – | – | 0.06% | 125 |
|
|
2023
Q4 | $1.07M | Hold |
16,630
| – | – | 0.07% | 119 |
|
|
2023
Q3 | $1M | Hold |
16,630
| – | – | 0.07% | 110 |
|
|
2023
Q2 | $1.03M | Hold |
16,630
| – | – | 0.07% | 115 |
|
|
2023
Q1 | $996K | Hold |
16,630
| – | – | 0.07% | 117 |
|
|
2022
Q4 | $1.08M | Hold |
16,630
| – | – | 0.08% | 113 |
|
|
2022
Q3 | $1.02M | Hold |
16,630
| – | – | 0.09% | 101 |
|
|
2022
Q2 | $1.09M | Buy |
16,630
+2,000
| +14% | +$131K | 0.08% | 106 |
|
|
2022
Q1 | $1.16M | Hold |
14,630
| – | – | 0.08% | 106 |
|
|
2021
Q4 | $1.12M | Hold |
14,630
| – | – | 0.07% | 120 |
|
|
2021
Q3 | $968K | Hold |
14,630
| – | – | 0.07% | 117 |
|
|
2021
Q2 | $1.03M | Hold |
14,630
| – | – | 0.07% | 116 |
|
|
2021
Q1 | $954K | Hold |
14,630
| – | – | 0.07% | 117 |
|
|
2020
Q4 | $825K | Hold |
14,630
| – | – | 0.06% | 122 |
|
|
2020
Q3 | $676K | Hold |
14,630
| – | – | 0.06% | 133 |
|
|
2020
Q2 | $653K | Hold |
14,630
| – | – | 0.06% | 133 |
|
|
2020
Q1 | $620K | Hold |
14,630
| – | – | 0.07% | 129 |
|
|
2019
Q4 | $821K | Buy |
14,630
+5,340
| +57% | +$300K | 0.07% | 118 |
|
|
2019
Q3 | $541K | Hold |
9,290
| – | – | 0.05% | 145 |
|
|
2019
Q2 | $542K | Buy |
+9,290
| New | +$542K | 0.05% | 153 |
|
|
2017
Q3 | – | Sell |
-7,946
| Closed | -$400K | – | 198 |
|
|
2017
Q2 | $400K | Sell |
7,946
-215
| -3% | -$10.8K | 0.05% | 139 |
|
|
2017
Q1 | $409K | Buy |
8,161
+325
| +4% | +$16.3K | 0.05% | 136 |
|
|
2016
Q4 | $387K | Buy |
7,836
+1,566
| +25% | +$77.3K | 0.05% | 142 |
|
|
2016
Q3 | $278K | Buy |
+6,270
| New | +$278K | 0.04% | 160 |
|