Hennessy Advisors Inc’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 | $6.99M | Hold |
95,200
| – | – | 0.23% | 122 |
|
|
2025
Q1 | $5.71M | Buy |
95,200
+13,300
| +16% | +$797K | 0.19% | 141 |
|
|
2024
Q4 | $4.36M | Sell |
81,900
-2,900
| -3% | -$154K | 0.13% | 158 |
|
|
2024
Q3 | $5.36M | Hold |
84,800
| – | – | 0.17% | 141 |
|
|
2024
Q2 | $4.66M | Sell |
84,800
-1,800
| -2% | -$98.9K | 0.18% | 153 |
|
|
2024
Q1 | $5.23M | Buy |
86,600
+1,800
| +2% | +$109K | 0.22% | 119 |
|
|
2023
Q4 | $5.48M | Sell |
84,800
-4,900
| -5% | -$317K | 0.28% | 98 |
|
|
2023
Q3 | $5.41M | Sell |
89,700
-1,900
| -2% | -$114K | 0.38% | 73 |
|
|
2023
Q2 | $5.68M | Sell |
91,600
-5,200
| -5% | -$322K | 0.41% | 71 |
|
|
2023
Q1 | $5.8M | Buy |
96,800
+24,600
| +34% | +$1.47M | 0.43% | 71 |
|
|
2022
Q4 | $4.68M | Sell |
72,200
-1,300
| -2% | -$84.2K | 0.31% | 111 |
|
|
2022
Q3 | $4.51M | Buy |
73,500
+800
| +1% | +$49.1K | 0.31% | 113 |
|
|
2022
Q2 | $4.77M | Hold |
72,700
| – | – | 0.29% | 122 |
|
|
2022
Q1 | $5.77M | Sell |
72,700
-200
| -0.3% | -$15.9K | 0.3% | 121 |
|
|
2021
Q4 | $5.59M | Sell |
72,900
-1,700
| -2% | -$130K | 0.32% | 107 |
|
|
2021
Q3 | $4.94M | Sell |
74,600
-1,100
| -1% | -$72.8K | 0.29% | 121 |
|
|
2021
Q2 | $5.3M | Hold |
75,700
| – | – | 0.29% | 112 |
|
|
2021
Q1 | $4.94M | Sell |
75,700
-4,400
| -5% | -$287K | 0.29% | 115 |
|
|
2020
Q4 | $4.52M | Sell |
80,100
-4,800
| -6% | -$271K | 0.29% | 104 |
|
|
2020
Q3 | $3.93M | Sell |
84,900
-1,900
| -2% | -$87.9K | 0.27% | 110 |
|
|
2020
Q2 | $3.87M | Sell |
86,800
-1,600
| -2% | -$71.4K | 0.27% | 107 |
|
|
2020
Q1 | $3.75M | Buy |
88,400
+4,700
| +6% | +$199K | 0.28% | 108 |
|
|
2019
Q4 | $4.7M | Sell |
83,700
-3,900
| -4% | -$219K | 0.24% | 120 |
|
|
2019
Q3 | $5.1M | Sell |
87,600
-2,400
| -3% | -$140K | 0.26% | 106 |
|
|
2019
Q2 | $5.25M | Hold |
90,000
| – | – | 0.25% | 106 |
|
|
2019
Q1 | $4.89M | Sell |
90,000
-2,500
| -3% | -$136K | 0.23% | 125 |
|
|
2018
Q4 | $4.6M | Sell |
92,500
-3,200
| -3% | -$159K | 0.23% | 117 |
|
|
2018
Q3 | $5.82M | Hold |
95,700
| – | – | 0.21% | 113 |
|
|
2018
Q2 | $5.54M | Hold |
95,700
| – | – | 0.19% | 122 |
|
|
2018
Q1 | $5.44M | Sell |
95,700
-2,900
| -3% | -$165K | 0.18% | 117 |
|
|
2017
Q4 | $5.78M | Hold |
98,600
| – | – | 0.18% | 127 |
|
|
2017
Q3 | $5.55M | Hold |
98,600
| – | – | 0.17% | 131 |
|
|
2017
Q2 | $4.97M | Sell |
98,600
-3,500
| -3% | -$176K | 0.15% | 142 |
|
|
2017
Q1 | $5.11M | Buy |
102,100
+44,000
| +76% | +$2.2M | 0.15% | 146 |
|
|
2016
Q4 | $2.87M | Hold |
58,100
| – | – | 0.09% | 184 |
|
|
2016
Q3 | $2.58M | Sell |
58,100
-1,800
| -3% | -$79.9K | 0.07% | 201 |
|
|
2016
Q2 | $2.57M | Hold |
59,900
| – | – | 0.08% | 179 |
|
|
2016
Q1 | $2.58M | Sell |
59,900
-3,800
| -6% | -$164K | 0.08% | 195 |
|
|
2015
Q4 | $2.5M | Sell |
63,700
-1,500
| -2% | -$58.8K | 0.08% | 213 |
|
|
2015
Q3 | $2.57M | Hold |
65,200
| – | – | 0.08% | 205 |
|
|
2015
Q2 | $2.77M | Hold |
65,200
| – | – | 0.08% | 202 |
|
|
2015
Q1 | $2.79M | Buy |
+65,200
| New | +$2.79M | 0.08% | 212 |
|