Ferguson Wellman Capital Management’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-158,408
Closed -$8.94M 391
2020
Q4
$8.94M Buy
158,408
+176
+0.1% +$9.93K 0.22% 104
2020
Q3
$7.32M Buy
158,232
+4,914
+3% +$227K 0.2% 104
2020
Q2
$6.84M Buy
153,318
+4,272
+3% +$191K 0.21% 102
2020
Q1
$6.32M Buy
149,046
+7,904
+6% +$335K 0.24% 90
2019
Q4
$7.92M Buy
141,142
+2,195
+2% +$123K 0.23% 101
2019
Q3
$8.1M Buy
138,947
+2,863
+2% +$167K 0.26% 97
2019
Q2
$7.94M Buy
136,084
+465
+0.3% +$27.1K 0.26% 97
2019
Q1
$7.37M Buy
135,619
+7,592
+6% +$412K 0.25% 100
2018
Q4
$6.37M Sell
128,027
-9,088
-7% -$452K 0.24% 96
2018
Q3
$8.34M Buy
137,115
+68,969
+101% +$4.19M 0.27% 93
2018
Q2
$3.94M Buy
68,146
+2,026
+3% +$117K 0.14% 137
2018
Q1
$3.76M Buy
66,120
+960
+1% +$54.6K 0.13% 142
2017
Q4
$3.82M Sell
65,160
-52,079
-44% -$3.05M 0.13% 136
2017
Q3
$6.6M Sell
117,239
-1,418
-1% -$79.8K 0.24% 111
2017
Q2
$5.98M Sell
118,657
-99,007
-45% -$4.99M 0.22% 114
2017
Q1
$10.9M Buy
217,664
+6,432
+3% +$322K 0.42% 71
2016
Q4
$10.4M Buy
211,232
+2,355
+1% +$116K 0.42% 69
2016
Q3
$9.27M Sell
208,877
-3,452
-2% -$153K 0.4% 80
2016
Q2
$9.12M Buy
212,329
+4,350
+2% +$187K 0.38% 79
2016
Q1
$8.97M Buy
207,979
+95,262
+85% +$4.11M 0.38% 79
2015
Q4
$4.42M Buy
112,717
+933
+0.8% +$36.5K 0.18% 123
2015
Q3
$4.41M Buy
111,784
+4,930
+5% +$194K 0.2% 125
2015
Q2
$4.54M Buy
106,854
+4,675
+5% +$199K 0.19% 129
2015
Q1
$4.38M Buy
102,179
+15,384
+18% +$659K 0.18% 126
2014
Q4
$4.15M Buy
86,795
+7,080
+9% +$338K 0.17% 127
2014
Q3
$3.94M Buy
79,715
+3,690
+5% +$182K 0.17% 131
2014
Q2
$3.91M Buy
76,025
+2,135
+3% +$110K 0.16% 132
2014
Q1
$3.47M Buy
73,890
+1,394
+2% +$65.4K 0.15% 138
2013
Q4
$3.42M Buy
+72,496
New +$3.42M 0.15% 132