Corient Private Wealth’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 | $8.44M | Buy |
114,850
+40,147
| +54% | +$2.95M | 0.01% | 606 |
|
|
2025
Q1 | $4.48M | Sell |
74,703
-24,516
| -25% | -$1.47M | 0.01% | 709 |
|
|
2024
Q4 | $5.28M | Sell |
99,219
-34,028
| -26% | -$1.81M | 0.01% | 677 |
|
|
2024
Q3 | $8.43M | Sell |
133,247
-6,770
| -5% | -$428K | 0.01% | 588 |
|
|
2024
Q2 | $7.7M | Sell |
140,017
-13,214
| -9% | -$726K | 0.01% | 585 |
|
|
2024
Q1 | $9.25M | Sell |
153,231
-3,855
| -2% | -$233K | 0.02% | 542 |
|
|
2023
Q4 | $10.2M | Sell |
157,086
-10,229
| -6% | -$661K | 0.02% | 515 |
|
|
2023
Q3 | $10.1M | Buy |
167,315
+1,873
| +1% | +$113K | 0.02% | 478 |
|
|
2023
Q2 | $10.3M | Sell |
165,442
-53,781
| -25% | -$3.33M | 0.02% | 470 |
|
|
2023
Q1 | $13.1M | Buy |
219,223
+177,868
| +430% | +$10.7M | 0.04% | 394 |
|
|
2022
Q4 | $2.68M | Buy |
+41,355
| New | +$2.68M | 0.01% | 639 |
|