HPC
HM Payson & Co’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $721K | Sell |
12,028
-1,788
| -13% | -$107K | 0.01% | 243 |
|
|
2024
Q4 | $736K | Sell |
13,816
-462
| -3% | -$24.6K | 0.01% | 240 |
|
|
2024
Q3 | $903K | Sell |
14,278
-45
| -0.3% | -$2.85K | 0.02% | 224 |
|
|
2024
Q2 | $787K | Sell |
14,323
-200
| -1% | -$11K | 0.01% | 225 |
|
|
2024
Q1 | $877K | Sell |
14,523
-1,398
| -9% | -$84.4K | 0.02% | 219 |
|
|
2023
Q4 | $1.03M | Sell |
15,921
-1,120
| -7% | -$72.4K | 0.02% | 201 |
|
|
2023
Q3 | $1.03M | Sell |
17,041
-2,845
| -14% | -$171K | 0.02% | 191 |
|
|
2023
Q2 | $1.23M | Sell |
19,886
-1,075
| -5% | -$66.7K | 0.03% | 179 |
|
|
2023
Q1 | $1.26M | Sell |
20,961
-169
| -0.8% | -$10.1K | 0.03% | 171 |
|
|
2022
Q4 | $1.37M | Buy |
21,130
+1,097
| +5% | +$71K | 0.03% | 164 |
|
|
2022
Q3 | $1.23M | Sell |
20,033
-239
| -1% | -$14.7K | 0.03% | 168 |
|
|
2022
Q2 | $1.33M | Hold |
20,272
| – | – | 0.03% | 171 |
|
|
2022
Q1 | $1.61M | Sell |
20,272
-80
| -0.4% | -$6.35K | 0.04% | 167 |
|
|
2021
Q4 | $1.56M | Buy |
20,352
+1,842
| +10% | +$141K | 0.03% | 173 |
|
|
2021
Q3 | $1.22M | Hold |
18,510
| – | – | 0.03% | 185 |
|
|
2021
Q2 | $1.3M | Buy |
18,510
+234
| +1% | +$16.4K | 0.03% | 186 |
|
|
2021
Q1 | $1.19M | Sell |
18,276
-75
| -0.4% | -$4.89K | 0.03% | 188 |
|
|
2020
Q4 | $1.04M | Sell |
18,351
-400
| -2% | -$22.6K | 0.03% | 205 |
|
|
2020
Q3 | $867K | Sell |
18,751
-1,708
| -8% | -$79K | 0.03% | 207 |
|
|
2020
Q2 | $913K | Sell |
20,459
-2,992
| -13% | -$134K | 0.03% | 190 |
|
|
2020
Q1 | $994K | Buy |
23,451
+1,904
| +9% | +$80.7K | 0.04% | 169 |
|
|
2019
Q4 | $1.21M | Buy |
21,547
+2,479
| +13% | +$139K | 0.04% | 183 |
|
|
2019
Q3 | $1.11M | Buy |
19,068
+300
| +2% | +$17.5K | 0.04% | 188 |
|
|
2019
Q2 | $1.1M | Sell |
18,768
-85
| -0.5% | -$4.96K | 0.04% | 188 |
|
|
2019
Q1 | $1.02M | Buy |
+18,853
| New | +$1.02M | 0.04% | 170 |
|
|
2018
Q4 | – | Sell |
-15,263
| Closed | -$928K | – | 297 |
|
|
2018
Q3 | $928K | Sell |
15,263
-29
| -0.2% | -$1.76K | 0.04% | 185 |
|
|
2018
Q2 | $884K | Sell |
15,292
-203
| -1% | -$11.7K | 0.04% | 190 |
|
|
2018
Q1 | $881K | Buy |
15,495
+3,576
| +30% | +$203K | 0.04% | 187 |
|
|
2017
Q4 | $699K | Buy |
11,919
+218
| +2% | +$12.8K | 0.03% | 221 |
|
|
2017
Q3 | $658K | Sell |
11,701
-10
| -0.1% | -$562 | 0.03% | 214 |
|
|
2017
Q2 | $590K | Hold |
11,711
| – | – | 0.03% | 221 |
|
|
2017
Q1 | $586K | Sell |
11,711
-3,582
| -23% | -$179K | 0.03% | 215 |
|
|
2016
Q4 | $754K | Buy |
15,293
+10
| +0.1% | +$493 | 0.04% | 201 |
|
|
2016
Q3 | $679K | Hold |
15,283
| – | – | 0.03% | 207 |
|
|
2016
Q2 | $656K | Sell |
15,283
-1,457
| -9% | -$62.5K | 0.03% | 202 |
|
|
2016
Q1 | $722K | Buy |
16,740
+924
| +6% | +$39.9K | 0.04% | 191 |
|
|
2015
Q4 | $620K | Sell |
15,816
-395
| -2% | -$15.5K | 0.03% | 205 |
|
|
2015
Q3 | $639K | Sell |
16,211
-1,029
| -6% | -$40.6K | 0.03% | 196 |
|
|
2015
Q2 | $733K | Sell |
17,240
-620
| -3% | -$26.4K | 0.04% | 193 |
|
|
2015
Q1 | $765K | Sell |
17,860
-964
| -5% | -$41.3K | 0.04% | 192 |
|
|
2014
Q4 | $899K | Sell |
18,824
-1,286
| -6% | -$61.4K | 0.04% | 182 |
|
|
2014
Q3 | $993K | Buy |
20,110
+1,250
| +7% | +$61.7K | 0.05% | 175 |
|
|
2014
Q2 | $970K | Sell |
18,860
-218
| -1% | -$11.2K | 0.05% | 171 |
|
|
2014
Q1 | $896K | Buy |
19,078
+9,800
| +106% | +$460K | 0.05% | 169 |
|
|
2013
Q4 | $874K | Sell |
9,278
-76
| -0.8% | -$7.16K | 0.05% | 169 |
|
|
2013
Q3 | $842K | Sell |
9,354
-100
| -1% | -$9K | 0.05% | 172 |
|
|
2013
Q2 | $760K | Buy |
+9,454
| New | +$760K | 0.05% | 175 |
|