EP Wealth 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 | $1.42M | Buy |
19,274
+9,397
| +95% | +$690K | 0.01% | 488 |
|
|
2025
Q1 | $592K | Buy |
9,877
+9
| +0.1% | +$539 | ﹤0.01% | 646 |
|
|
2024
Q4 | $525K | Sell |
9,868
-360
| -4% | -$19.2K | ﹤0.01% | 678 |
|
|
2024
Q3 | $647K | Buy |
10,228
+32
| +0.3% | +$2.02K | 0.01% | 612 |
|
|
2024
Q2 | $560K | Sell |
10,196
-350
| -3% | -$19.2K | 0.01% | 510 |
|
|
2024
Q1 | $637K | Buy |
10,546
+704
| +7% | +$42.5K | 0.01% | 463 |
|
|
2023
Q4 | $636K | Sell |
9,842
-82
| -0.8% | -$5.3K | 0.01% | 447 |
|
|
2023
Q3 | $598K | Sell |
9,924
-1,556
| -14% | -$93.8K | 0.01% | 428 |
|
|
2023
Q2 | $610K | Buy |
11,480
+6,803
| +145% | +$362K | 0.01% | 425 |
|
|
2023
Q1 | $229K | Buy |
+4,677
| New | +$229K | ﹤0.01% | 548 |
|
|
2022
Q3 | – | Sell |
-3,097
| Closed | -$203K | – | 612 |
|
|
2022
Q2 | $203K | Buy |
+3,097
| New | +$203K | ﹤0.01% | 568 |
|