Geneos Wealth Management’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $330K | Sell |
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|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $410K | Buy |
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|
2024
Q4 | $132K | Sell |
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|
2024
Q3 | $167K | Sell |
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|
2024
Q2 | $147K | Sell |
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|
2024
Q1 | $167K | Sell |
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|
2023
Q4 | $184K | Hold |
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|
2023
Q3 | $172K | Buy |
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|
2023
Q2 | $169K | Sell |
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|
2023
Q1 | $173K | Sell |
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|
2022
Q4 | $215K | Hold |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $403K | Buy |
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|
2021
Q4 | $364K | Hold |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $288K | Buy |
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|
2020
Q4 | $238K | Sell |
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|
2020
Q3 | $188K | Sell |
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|
2020
Q2 | $193K | Buy |
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|
2020
Q1 | $172K | Sell |
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|
2019
Q4 | $244K | Hold |
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|
2019
Q3 | $252K | Sell |
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|
2019
Q2 | $260K | Buy |
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|
2019
Q1 | $230K | Buy |
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|
2018
Q4 | $205K | Sell |
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|
2018
Q3 | $276K | Buy |
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|
2018
Q2 | $245K | Sell |
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $337K | Sell |
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|
2017
Q3 | $375K | Sell |
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|
2017
Q2 | $388K | Buy |
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|
2017
Q1 | $382K | Buy |
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|
2016
Q4 | $372K | Buy |
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|
2016
Q3 | $283K | Buy |
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|
2016
Q2 | $252K | Buy |
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|
2016
Q1 | $233K | Buy |
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