Geneos Wealth 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 | $323K | Sell |
4,398
-2,437
| -36% | -$179K | 0.01% | 840 |
|
|
2025
Q1 | $410K | Buy |
6,835
+4,363
| +176% | +$262K | 0.01% | 957 |
|
|
2024
Q4 | $132K | Sell |
2,472
-167
| -6% | -$8.89K | ﹤0.01% | 977 |
|
|
2024
Q3 | $167K | Sell |
2,639
-29
| -1% | -$1.83K | 0.01% | 816 |
|
|
2024
Q2 | $147K | Sell |
2,668
-97
| -4% | -$5.33K | 0.01% | 779 |
|
|
2024
Q1 | $167K | Sell |
2,765
-87
| -3% | -$5.25K | 0.01% | 737 |
|
|
2023
Q4 | $184K | Hold |
2,852
| – | – | 0.01% | 695 |
|
|
2023
Q3 | $172K | Buy |
2,852
+130
| +5% | +$7.83K | 0.01% | 720 |
|
|
2023
Q2 | $169K | Sell |
2,722
-162
| -6% | -$10K | 0.01% | 721 |
|
|
2023
Q1 | $173K | Sell |
2,884
-431
| -13% | -$25.8K | 0.01% | 686 |
|
|
2022
Q4 | $215K | Hold |
3,315
| – | – | 0.01% | 608 |
|
|
2022
Q3 | $203K | Sell |
3,315
-488
| -13% | -$29.9K | 0.01% | 594 |
|
|
2022
Q2 | $251K | Sell |
3,803
-1,284
| -25% | -$84.7K | 0.01% | 670 |
|
|
2022
Q1 | $403K | Buy |
5,087
+335
| +7% | +$26.5K | 0.02% | 595 |
|
|
2021
Q4 | $364K | Hold |
4,752
| – | – | 0.01% | 671 |
|
|
2021
Q3 | $321K | Buy |
4,752
+631
| +15% | +$42.6K | 0.01% | 686 |
|
|
2021
Q2 | $290K | Sell |
4,121
-76
| -2% | -$5.35K | 0.01% | 703 |
|
|
2021
Q1 | $288K | Buy |
4,197
+500
| +14% | +$34.3K | 0.01% | 825 |
|
|
2020
Q4 | $238K | Sell |
3,697
-422
| -10% | -$27.2K | 0.01% | 767 |
|
|
2020
Q3 | $188K | Sell |
4,119
-340
| -8% | -$15.5K | 0.01% | 710 |
|
|
2020
Q2 | $193K | Buy |
4,459
+202
| +5% | +$8.74K | 0.01% | 684 |
|
|
2020
Q1 | $172K | Sell |
4,257
-103
| -2% | -$4.16K | 0.01% | 657 |
|
|
2019
Q4 | $244K | Hold |
4,360
| – | – | 0.01% | 623 |
|
|
2019
Q3 | $252K | Sell |
4,360
-99
| -2% | -$5.72K | 0.02% | 578 |
|
|
2019
Q2 | $260K | Buy |
4,459
+217
| +5% | +$12.7K | 0.02% | 586 |
|
|
2019
Q1 | $230K | Buy |
4,242
+101
| +2% | +$5.48K | 0.02% | 602 |
|
|
2018
Q4 | $205K | Sell |
4,141
-406
| -9% | -$20.1K | 0.02% | 595 |
|
|
2018
Q3 | $276K | Buy |
4,547
+305
| +7% | +$18.5K | 0.02% | 539 |
|
|
2018
Q2 | $245K | Sell |
4,242
-245
| -5% | -$14.2K | 0.02% | 516 |
|
|
2018
Q1 | $255K | Sell |
4,487
-1,271
| -22% | -$72.2K | 0.02% | 462 |
|
|
2017
Q4 | $337K | Sell |
5,758
-919
| -14% | -$53.8K | 0.03% | 400 |
|
|
2017
Q3 | $375K | Sell |
6,677
-1,035
| -13% | -$58.1K | 0.04% | 362 |
|
|
2017
Q2 | $388K | Buy |
7,712
+73
| +1% | +$3.67K | 0.04% | 341 |
|
|
2017
Q1 | $382K | Buy |
7,639
+82
| +1% | +$4.1K | 0.04% | 332 |
|
|
2016
Q4 | $372K | Buy |
7,557
+1,168
| +18% | +$57.5K | 0.05% | 314 |
|
|
2016
Q3 | $283K | Buy |
6,389
+524
| +9% | +$23.2K | 0.04% | 372 |
|
|
2016
Q2 | $252K | Buy |
5,865
+440
| +8% | +$18.9K | 0.04% | 388 |
|
|
2016
Q1 | $233K | Buy |
+5,425
| New | +$233K | 0.04% | 401 |
|