Great Valley Advisor Group’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 | $362K | Hold |
4,929
| – | – | 0.01% | 692 |
|
|
2025
Q1 | $296K | Sell |
4,929
-244
| -5% | -$14.6K | 0.01% | 729 |
|
|
2024
Q4 | $276K | Buy |
5,173
+1
| +0% | +$53 | 0.01% | 715 |
|
|
2024
Q3 | $327K | Sell |
5,172
-440
| -8% | -$27.8K | 0.01% | 668 |
|
|
2024
Q2 | $309K | Sell |
5,612
-70
| -1% | -$3.85K | 0.01% | 637 |
|
|
2024
Q1 | $343K | Buy |
5,682
+391
| +7% | +$23.6K | 0.01% | 569 |
|
|
2023
Q4 | $342K | Sell |
5,291
-15,964
| -75% | -$1.03M | 0.01% | 545 |
|
|
2023
Q3 | $1.28M | Buy |
21,255
+1,248
| +6% | +$75.2K | 0.05% | 279 |
|
|
2023
Q2 | $1.24M | Buy |
20,007
+2,791
| +16% | +$173K | 0.05% | 288 |
|
|
2023
Q1 | $1.03M | Buy |
17,216
+11,419
| +197% | +$684K | 0.05% | 303 |
|
|
2022
Q4 | $376K | Sell |
5,797
-50
| -0.9% | -$3.24K | 0.02% | 494 |
|
|
2022
Q3 | $358K | Buy |
5,847
+118
| +2% | +$7.23K | 0.02% | 492 |
|
|
2022
Q2 | $375K | Buy |
5,729
+4
| +0.1% | +$262 | 0.02% | 497 |
|
|
2022
Q1 | $452K | Buy |
5,725
+4
| +0.1% | +$316 | 0.03% | 410 |
|
|
2021
Q4 | $428K | Sell |
5,721
-68
| -1% | -$5.09K | 0.03% | 415 |
|
|
2021
Q3 | $383K | Buy |
5,789
+4
| +0.1% | +$265 | 0.03% | 418 |
|
|
2021
Q2 | $401K | Buy |
5,785
+76
| +1% | +$5.27K | 0.03% | 395 |
|
|
2021
Q1 | $372K | Sell |
5,709
-398
| -7% | -$25.9K | 0.04% | 358 |
|
|
2020
Q4 | $344K | Sell |
6,107
-244
| -4% | -$13.7K | 0.04% | 346 |
|
|
2020
Q3 | $294K | Buy |
6,351
+140
| +2% | +$6.48K | 0.04% | 333 |
|
|
2020
Q2 | $277K | Buy |
6,211
+896
| +17% | +$40K | 0.05% | 325 |
|
|
2020
Q1 | $225K | Sell |
5,315
-402
| -7% | -$17K | 0.06% | 274 |
|
|
2019
Q4 | $321K | Buy |
5,717
+402
| +8% | +$22.6K | 0.07% | 271 |
|
|
2019
Q3 | $310K | Hold |
5,315
| – | – | 0.07% | 259 |
|
|
2019
Q2 | $310K | Sell |
5,315
-332
| -6% | -$19.4K | 0.08% | 251 |
|
|
2019
Q1 | $307K | Hold |
5,647
| – | – | 0.1% | 220 |
|
|
2018
Q4 | $281K | Buy |
+5,647
| New | +$281K | 0.11% | 178 |
|