Forum Financial 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
2025
Q2
$990K Hold
13,483
0.02% 215
2025
Q1
$808K Sell
13,483
-5,228
-28% -$313K 0.01% 241
2024
Q4
$996K Buy
18,711
+7,313
+64% +$389K 0.02% 211
2024
Q3
$721K Buy
11,398
+20
+0.2% +$1.27K 0.01% 238
2024
Q2
$625K Hold
11,378
0.01% 249
2024
Q1
$687K Hold
11,378
0.01% 251
2023
Q4
$735K Sell
11,378
-472
-4% -$30.5K 0.01% 206
2023
Q3
$714K Sell
11,850
-750
-6% -$45.2K 0.02% 210
2023
Q2
$781K Buy
12,600
+750
+6% +$46.5K 0.02% 192
2023
Q1
$710K Sell
11,850
-2
-0% -$120 0.02% 190
2022
Q4
$768K Buy
11,852
+2
+0% +$130 0.03% 179
2022
Q3
$727K Sell
11,850
-400
-3% -$24.5K 0.04% 156
2022
Q2
$803K Buy
12,250
+400
+3% +$26.2K 0.04% 144
2022
Q1
$941K Hold
11,850
0.05% 132
2021
Q4
$909K Buy
+11,850
New +$909K 0.05% 141