Cumberland Partners’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 | $7.39M | Buy |
100,558
+23,860
| +31% | +$1.75M | 0.51% | 40 |
|
|
2025
Q1 | $4.6M | Buy |
76,698
+3,547
| +5% | +$213K | 0.35% | 55 |
|
|
2024
Q4 | $3.89M | Sell |
73,151
-4,400
| -6% | -$234K | 0.27% | 61 |
|
|
2024
Q3 | $4.91M | Buy |
77,551
+6,408
| +9% | +$406K | 0.34% | 59 |
|
|
2024
Q2 | $3.91M | Sell |
71,143
-15,575
| -18% | -$856K | 0.28% | 64 |
|
|
2024
Q1 | $5.24M | Sell |
86,718
-31,629
| -27% | -$1.91M | 0.38% | 53 |
|
|
2023
Q4 | $7.26M | Buy |
118,347
+11,810
| +11% | +$725K | 0.66% | 39 |
|
|
2023
Q3 | $6.44M | Sell |
106,537
-75,160
| -41% | -$4.54M | 0.62% | 34 |
|
|
2023
Q2 | $11.3M | Buy |
181,697
+11,471
| +7% | +$712K | 1.03% | 27 |
|
|
2023
Q1 | $10.2M | Sell |
170,226
-57,727
| -25% | -$3.45M | 1% | 28 |
|
|
2022
Q4 | $14.8M | Buy |
227,953
+23,547
| +12% | +$1.52M | 1.56% | 23 |
|
|
2022
Q3 | $12.6M | Buy |
204,406
+20,357
| +11% | +$1.25M | 1.34% | 23 |
|
|
2022
Q2 | $12.1M | Sell |
184,049
-42,065
| -19% | -$2.76M | 1.15% | 27 |
|
|
2022
Q1 | $18M | Sell |
226,114
-212,383
| -48% | -$16.9M | 1.36% | 26 |
|
|
2021
Q4 | $33.6M | Buy |
+438,497
| New | +$33.6M | 2.36% | 12 |
|
|
2021
Q3 | – | Sell |
-398,394
| Closed | -$27.9M | – | 206 |
|
|
2021
Q2 | $27.9M | Sell |
398,394
-135,360
| -25% | -$9.48M | 2.19% | 11 |
|
|
2021
Q1 | $34.8M | Sell |
533,754
-16,441
| -3% | -$1.07M | 2.86% | 7 |
|
|
2020
Q4 | $31M | Sell |
550,195
-3,614
| -0.7% | -$204K | 2.78% | 7 |
|
|
2020
Q3 | $25.6M | Sell |
553,809
-48,680
| -8% | -$2.25M | 2.68% | 10 |
|
|
2020
Q2 | $26.8M | Sell |
602,489
-101,480
| -14% | -$4.52M | 2.78% | 6 |
|
|
2020
Q1 | $29.8M | Sell |
703,969
-22,720
| -3% | -$961K | 3.58% | 3 |
|
|
2019
Q4 | $40.8M | Sell |
726,689
-37,034
| -5% | -$2.08M | 3.62% | 3 |
|
|
2019
Q3 | $44.5M | Sell |
763,723
-35,994
| -5% | -$2.1M | 4.28% | 2 |
|
|
2019
Q2 | $46.7M | Sell |
799,717
-9,495
| -1% | -$555K | 4.49% | 1 |
|
|
2019
Q1 | $43.9M | Buy |
809,212
+114,606
| +16% | +$6.22M | 4.42% | 1 |
|
|
2018
Q4 | $34.5M | Buy |
694,606
+3,392
| +0.5% | +$169K | 3.9% | 4 |
|
|
2018
Q3 | $42M | Buy |
691,214
+30,588
| +5% | +$1.86M | 4.01% | 3 |
|
|
2018
Q2 | $38.3M | Buy |
660,626
+96,386
| +17% | +$5.59M | 3.85% | 2 |
|
|
2018
Q1 | $32M | Sell |
564,240
-9,494
| -2% | -$538K | 4.51% | 2 |
|
|
2017
Q4 | $33.8M | Sell |
573,734
-102,821
| -15% | -$6.05M | 4.44% | 4 |
|
|
2017
Q3 | $38M | Buy |
676,555
+52,866
| +8% | +$2.97M | 5.12% | 3 |
|
|
2017
Q2 | $31.4M | Buy |
623,689
+800
| +0.1% | +$40.3K | 4.44% | 5 |
|
|
2017
Q1 | $31.1M | Sell |
622,889
-46,123
| -7% | -$2.31M | 4.55% | 5 |
|
|
2016
Q4 | $33M | Sell |
669,012
-23,244
| -3% | -$1.15M | 5.02% | 6 |
|
|
2016
Q3 | $30.7M | Sell |
692,256
-355,366
| -34% | -$15.8M | 4.32% | 7 |
|
|
2016
Q2 | $44.7M | Sell |
1,047,622
-41,582
| -4% | -$1.77M | 6.32% | 3 |
|
|
2016
Q1 | $47.1M | Sell |
1,089,204
-9,559
| -0.9% | -$413K | 6.52% | 2 |
|
|
2015
Q4 | $43.1M | Sell |
1,098,763
-49,417
| -4% | -$1.94M | 5.59% | 3 |
|
|
2015
Q3 | $45.1M | Buy |
1,148,180
+135
| +0% | +$5.3K | 5.59% | 2 |
|
|
2015
Q2 | $48.8M | Sell |
1,148,045
-16,809
| -1% | -$715K | 5.56% | 3 |
|
|
2015
Q1 | $49.8M | Sell |
1,164,854
-49,299
| -4% | -$2.11M | 5.47% | 4 |
|
|
2014
Q4 | $58.1M | Sell |
1,214,153
-45,337
| -4% | -$2.17M | 6.08% | 3 |
|
|
2014
Q3 | $62.1M | Sell |
1,259,490
-18,133
| -1% | -$894K | 7.6% | 2 |
|
|
2014
Q2 | $65.7M | Buy |
1,277,623
+27,232
| +2% | +$1.4M | 7.41% | 2 |
|
|
2014
Q1 | $58.7M | Buy |
1,250,391
+20,791
| +2% | +$977K | 6.87% | 2 |
|
|
2013
Q4 | $57.9M | Buy |
1,229,600
+22,464
| +2% | +$1.06M | 6.27% | 2 |
|
|
2013
Q3 | $54.3M | Buy |
1,207,136
+314,050
| +35% | +$14.1M | 6.68% | 2 |
|
|
2013
Q2 | $35.9M | Buy |
+893,086
| New | +$35.9M | 4.57% | 5 |
|