KCM Investment Advisors’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 | $265K | Sell |
3,612
-1,115
| -24% | -$81.9K | 0.01% | 334 |
|
|
2025
Q1 | $283K | Sell |
4,727
-740
| -14% | -$44.4K | 0.01% | 311 |
|
|
2024
Q4 | $291K | Sell |
5,467
-595
| -10% | -$31.7K | 0.01% | 315 |
|
|
2024
Q3 | $383K | Sell |
6,062
-235
| -4% | -$14.9K | 0.01% | 294 |
|
|
2024
Q2 | $346K | Hold |
6,297
| – | – | 0.01% | 298 |
|
|
2024
Q1 | $380K | Buy |
6,297
+1,509
| +32% | +$91.1K | 0.01% | 292 |
|
|
2023
Q4 | $309K | Sell |
4,788
-240
| -5% | -$15.5K | 0.01% | 309 |
|
|
2023
Q3 | $303K | Hold |
5,028
| – | – | 0.01% | 308 |
|
|
2023
Q2 | $312K | Sell |
5,028
-140
| -3% | -$8.68K | 0.01% | 323 |
|
|
2023
Q1 | $310K | Hold |
5,168
| – | – | 0.01% | 338 |
|
|
2022
Q4 | $335K | Hold |
5,168
| – | – | 0.01% | 317 |
|
|
2022
Q3 | $317K | Buy |
5,168
+700
| +16% | +$42.9K | 0.01% | 302 |
|
|
2022
Q2 | $293K | Sell |
4,468
-1,633
| -27% | -$107K | 0.01% | 333 |
|
|
2022
Q1 | $485K | Sell |
6,101
-30
| -0.5% | -$2.39K | 0.02% | 287 |
|
|
2021
Q4 | $470K | Buy |
6,131
+30
| +0.5% | +$2.3K | 0.02% | 299 |
|
|
2021
Q3 | $404K | Hold |
6,101
| – | – | 0.02% | 294 |
|
|
2021
Q2 | $427K | Sell |
6,101
-700
| -10% | -$49K | 0.02% | 286 |
|
|
2021
Q1 | $443K | Sell |
6,801
-83
| -1% | -$5.41K | 0.02% | 261 |
|
|
2020
Q4 | $388K | Hold |
6,884
| – | – | 0.02% | 268 |
|
|
2020
Q3 | $318K | Sell |
6,884
-495
| -7% | -$22.9K | 0.02% | 266 |
|
|
2020
Q2 | $329K | Sell |
7,379
-26,114
| -78% | -$1.16M | 0.02% | 269 |
|
|
2020
Q1 | $1.42M | Sell |
33,493
-3,461
| -9% | -$147K | 0.1% | 130 |
|
|
2019
Q4 | $2.07M | Sell |
36,954
-1,174
| -3% | -$65.9K | 0.11% | 129 |
|
|
2019
Q3 | $2.22M | Sell |
38,128
-3,579
| -9% | -$208K | 0.13% | 125 |
|
|
2019
Q2 | $2.43M | Sell |
41,707
-560
| -1% | -$32.7K | 0.15% | 122 |
|
|
2019
Q1 | $2.3M | Sell |
42,267
-8,692
| -17% | -$472K | 0.15% | 123 |
|
|
2018
Q4 | $2.53M | Sell |
50,959
-845
| -2% | -$42K | 0.17% | 123 |
|
|
2018
Q3 | $3.15M | Sell |
51,804
-6,743
| -12% | -$410K | 0.18% | 109 |
|
|
2018
Q2 | $3.39M | Sell |
58,547
-16,955
| -22% | -$981K | 0.21% | 103 |
|
|
2018
Q1 | $4.29M | Sell |
75,502
-8,709
| -10% | -$495K | 0.26% | 94 |
|
|
2017
Q4 | $4.93M | Sell |
84,211
-2,905
| -3% | -$170K | 0.29% | 92 |
|
|
2017
Q3 | $4.9M | Sell |
87,116
-3,135
| -3% | -$176K | 0.3% | 91 |
|
|
2017
Q2 | $4.55M | Sell |
90,251
-9,745
| -10% | -$491K | 0.28% | 93 |
|
|
2017
Q1 | $5.01M | Sell |
99,996
-10,158
| -9% | -$509K | 0.32% | 84 |
|
|
2016
Q4 | $5.44M | Buy |
110,154
+7,080
| +7% | +$349K | 0.37% | 74 |
|
|
2016
Q3 | $4.58M | Buy |
103,074
+4,210
| +4% | +$187K | 0.31% | 93 |
|
|
2016
Q2 | $4.24M | Buy |
98,864
+6,228
| +7% | +$267K | 0.3% | 97 |
|
|
2016
Q1 | $4M | Sell |
92,636
-1,119
| -1% | -$48.3K | 0.29% | 98 |
|
|
2015
Q4 | $3.67M | Sell |
93,755
-3,364
| -3% | -$132K | 0.29% | 102 |
|
|
2015
Q3 | $3.83M | Sell |
97,119
-1,832
| -2% | -$72.2K | 0.32% | 95 |
|
|
2015
Q2 | $4.21M | Buy |
98,951
+2,639
| +3% | +$112K | 0.33% | 91 |
|
|
2015
Q1 | $4.13M | Buy |
96,312
+5,185
| +6% | +$222K | 0.33% | 91 |
|
|
2014
Q4 | $4.35M | Buy |
91,127
+5,965
| +7% | +$285K | 0.37% | 80 |
|
|
2014
Q3 | $4.21M | Buy |
85,162
+3,110
| +4% | +$154K | 0.39% | 73 |
|
|
2014
Q2 | $4.22M | Buy |
82,052
+4,124
| +5% | +$212K | 0.39% | 71 |
|
|
2014
Q1 | $3.66M | Buy |
77,928
+1,888
| +2% | +$88.6K | 0.38% | 79 |
|
|
2013
Q4 | $3.58M | Buy |
76,040
+6,118
| +9% | +$288K | 0.39% | 73 |
|
|
2013
Q3 | $3.15M | Buy |
69,922
+4,774
| +7% | +$215K | 0.38% | 81 |
|
|
2013
Q2 | $2.62M | Buy |
+65,148
| New | +$2.62M | 0.32% | 96 |
|