J.W. Burns & Co’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 | $266K | Sell |
3,618
-27
| -0.7% | -$1.98K | 0.03% | 167 |
|
2025
Q1 | $218K | Sell |
3,645
-190
| -5% | -$11.4K | 0.03% | 174 |
|
2024
Q4 | $204K | Sell |
3,835
-175
| -4% | -$9.32K | 0.03% | 184 |
|
2024
Q3 | $254K | Hold |
4,010
| – | – | 0.03% | 171 |
|
2024
Q2 | $220K | Hold |
4,010
| – | – | 0.03% | 174 |
|
2024
Q1 | $242K | Hold |
4,010
| – | – | 0.03% | 174 |
|
2023
Q4 | $259K | Sell |
4,010
-525
| -12% | -$33.9K | 0.04% | 166 |
|
2023
Q3 | $273K | Hold |
4,535
| – | – | 0.04% | 161 |
|
2023
Q2 | $281K | Hold |
4,535
| – | – | 0.05% | 149 |
|
2023
Q1 | $272K | Hold |
4,535
| – | – | 0.05% | 156 |
|
2022
Q4 | $294K | Sell |
4,535
-100
| -2% | -$6.48K | 0.05% | 151 |
|
2022
Q3 | $284K | Sell |
4,635
-23
| -0.5% | -$1.41K | 0.06% | 145 |
|
2022
Q2 | $306K | Hold |
4,658
| – | – | 0.06% | 142 |
|
2022
Q1 | $370K | Hold |
4,658
| – | – | 0.06% | 137 |
|
2021
Q4 | $357K | Sell |
4,658
-26
| -0.6% | -$1.99K | 0.05% | 145 |
|
2021
Q3 | $310K | Sell |
4,684
-461
| -9% | -$30.5K | 0.05% | 153 |
|
2021
Q2 | $360K | Sell |
5,145
-96
| -2% | -$6.72K | 0.06% | 149 |
|
2021
Q1 | $342K | Sell |
5,241
-18
| -0.3% | -$1.18K | 0.06% | 149 |
|
2020
Q4 | $297K | Buy |
5,259
+20
| +0.4% | +$1.13K | 0.05% | 147 |
|
2020
Q3 | $242K | Buy |
5,239
+113
| +2% | +$5.22K | 0.05% | 148 |
|
2020
Q2 | $229K | Buy |
5,126
+21
| +0.4% | +$938 | 0.05% | 142 |
|
2020
Q1 | $216K | Buy |
5,105
+16
| +0.3% | +$677 | 0.06% | 135 |
|
2019
Q4 | $286K | Sell |
5,089
-85
| -2% | -$4.78K | 0.06% | 142 |
|
2019
Q3 | $301K | Buy |
5,174
+14
| +0.3% | +$814 | 0.07% | 136 |
|
2019
Q2 | $301K | Buy |
5,160
+14
| +0.3% | +$817 | 0.07% | 140 |
|
2019
Q1 | $280K | Sell |
5,146
-186
| -3% | -$10.1K | 0.07% | 140 |
|
2018
Q4 | $265K | Sell |
5,332
-387
| -7% | -$19.2K | 0.07% | 135 |
|
2018
Q3 | $348K | Buy |
5,719
+12
| +0.2% | +$730 | 0.08% | 133 |
|
2018
Q2 | $330K | Buy |
5,707
+104
| +2% | +$6.01K | 0.08% | 134 |
|
2018
Q1 | $319K | Buy |
5,603
+11
| +0.2% | +$626 | 0.08% | 133 |
|
2017
Q4 | $328K | Buy |
5,592
+12
| +0.2% | +$704 | 0.08% | 133 |
|
2017
Q3 | $314K | Buy |
5,580
+13
| +0.2% | +$732 | 0.08% | 138 |
|
2017
Q2 | $280K | Sell |
5,567
-87
| -2% | -$4.38K | 0.08% | 142 |
|
2017
Q1 | $283K | Buy |
5,654
+12
| +0.2% | +$601 | 0.08% | 140 |
|
2016
Q4 | $278K | Buy |
5,642
+12
| +0.2% | +$591 | 0.08% | 138 |
|
2016
Q3 | $250K | Buy |
5,630
+13
| +0.2% | +$577 | 0.08% | 139 |
|
2016
Q2 | $241K | Sell |
5,617
-586
| -9% | -$25.1K | 0.07% | 140 |
|
2016
Q1 | $268K | Buy |
6,203
+13
| +0.2% | +$562 | 0.09% | 136 |
|
2015
Q4 | $242K | Sell |
6,190
-106
| -2% | -$4.14K | 0.08% | 137 |
|
2015
Q3 | $248K | Buy |
6,296
+1,170
| +23% | +$46.1K | 0.08% | 134 |
|
2015
Q2 | $218K | Buy |
5,126
+12
| +0.2% | +$510 | 0.07% | 148 |
|
2015
Q1 | $219K | Buy |
+5,114
| New | +$219K | 0.07% | 148 |
|