Crestwood Advisors Group’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 | $352K | Buy |
4,793
+81
| +2% | +$5.95K | 0.01% | 406 |
|
|
2025
Q1 | $282K | Buy |
4,712
+441
| +10% | +$26.4K | 0.01% | 434 |
|
|
2024
Q4 | $227K | Buy |
4,271
+373
| +10% | +$19.9K | ﹤0.01% | 428 |
|
|
2024
Q3 | $247K | Buy |
3,898
+258
| +7% | +$16.3K | ﹤0.01% | 395 |
|
|
2024
Q2 | $200K | Hold |
3,640
| – | – | ﹤0.01% | 419 |
|
|
2024
Q1 | $220K | Sell |
3,640
-5
| -0.1% | -$302 | ﹤0.01% | 399 |
|
|
2023
Q4 | $236K | Buy |
+3,645
| New | +$236K | 0.01% | 362 |
|
|
2017
Q2 | – | Sell |
-1,890
| Closed | -$88K | – | 394 |
|
|
2017
Q1 | $88K | Buy |
+1,890
| New | +$88K | 0.01% | 203 |
|
|
2015
Q4 | – | Sell |
-5,090
| Closed | -$201K | – | 157 |
|
|
2015
Q3 | $201K | Sell |
5,090
-198
| -4% | -$7.82K | 0.03% | 135 |
|
|
2015
Q2 | $225K | Buy |
5,288
+338
| +7% | +$14.4K | 0.03% | 140 |
|
|
2015
Q1 | $212K | Sell |
4,950
-375
| -7% | -$16.1K | 0.03% | 138 |
|
|
2014
Q4 | $254K | Hold |
5,325
| – | – | 0.04% | 117 |
|
|
2014
Q3 | $263K | Sell |
5,325
-275
| -5% | -$13.6K | 0.04% | 102 |
|
|
2014
Q2 | $288K | Sell |
5,600
-600
| -10% | -$30.9K | 0.05% | 98 |
|
|
2014
Q1 | $291K | Buy |
6,200
+800
| +15% | +$37.5K | 0.05% | 101 |
|
|
2013
Q4 | $254K | Sell |
5,400
-460
| -8% | -$21.6K | 0.04% | 113 |
|
|
2013
Q3 | $264K | Sell |
5,860
-1,296
| -18% | -$58.4K | 0.05% | 111 |
|
|
2013
Q2 | $288K | Buy |
+7,156
| New | +$288K | 0.05% | 103 |
|