Kovitz Investment Group Partners’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 Q1	–	Sell	-12,801	Closed	-$683K	–	1301
2024 Q4	$683K	Sell	12,801 -301	-2%	-$16.1K	﹤0.01%	812
2024 Q3	$823K	Sell	13,102 -255	-2%	-$16K	0.01%	670
2024 Q2	$735K	Buy	+13,357	New	+$735K	0.01%	600