Laird Norton Wetherby Wealth Management’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.43M | Buy |
17,910
+248
| +1% | +$18.6K | 0.06% | 299 |
|
|
2025
Q2 | $1.3M | Buy |
+17,662
| New | +$1.15M | 0.06% | 302 |
|
|
2024
Q4 | $697K | Sell |
13,093
-2,793
| -18% | -$157K | 0.03% | 434 |
|
|
2024
Q3 | $1M | Sell |
15,886
-125
| -0.8% | -$7.39K | 0.05% | 359 |
|
|
2024
Q2 | $880K | Sell |
16,011
-3,990
| -20% | -$226K | 0.04% | 380 |
|
|
2024
Q1 | $1.21M | Sell |
20,001
-1,255
| -6% | -$75.8K | 0.06% | 321 |
|
|
2023
Q4 | $1.37M | Sell |
21,256
-1,136
| -5% | -$68.1K | 0.07% | 275 |
|
|
2023
Q3 | $1.35M | Buy |
22,392
+780
| +4% | +$48.6K | 0.08% | 272 |
|
|
2023
Q2 | $1.34M | Buy |
21,612
+2,474
| +13% | +$149K | 0.07% | 279 |
|
|
2023
Q1 | $1.15M | Sell |
19,138
-1,539
| -7% | -$99.4K | 0.07% | 309 |
|
|
2022
Q4 | $1.34M | Sell |
20,677
-867
| -4% | -$56K | 0.09% | 264 |
|
|
2022
Q3 | $1.32M | Buy |
21,544
+2,022
| +10% | +$131K | 0.09% | 231 |
|
|
2022
Q2 | $1.28M | Sell |
19,522
-2,438
| -11% | -$177K | 0.09% | 241 |
|
|
2022
Q1 | $1.74M | Buy |
21,960
+1,063
| +5% | +$85.7K | 0.1% | 192 |
|
|
2021
Q4 | $1.6M | Buy |
20,897
+569
| +3% | +$41.5K | 0.09% | 205 |
|
|
2021
Q3 | $1.34M | Sell |
20,328
-241
| -1% | -$16.1K | 0.08% | 226 |
|
|
2021
Q2 | $1.44M | Buy |
20,569
+364
| +2% | +$25.5K | 0.09% | 212 |
|
|
2021
Q1 | $1.32M | Sell |
20,205
-698
| -3% | -$42.6K | 0.1% | 202 |
|
|
2020
Q4 | $1.18M | Sell |
20,903
-661
| -3% | -$33.5K | 0.08% | 237 |
|
|
2020
Q3 | $997K | Sell |
21,564
-653
| -3% | -$30.4K | 0.09% | 220 |
|
|
2020
Q2 | $991K | Sell |
22,217
-5,612
| -20% | -$239K | 0.09% | 212 |
|
|
2020
Q1 | $1.18M | Sell |
27,829
-4,270
| -13% | -$219K | 0.13% | 156 |
|
|
2019
Q4 | $1.8M | Sell |
32,099
-3
| -0% | -$170 | 0.18% | 130 |
|
|
2019
Q3 | $1.87M | Buy |
32,102
+1,646
| +5% | +$93.6K | 0.2% | 119 |
|
|
2019
Q2 | $1.78M | Buy |
30,456
+1,481
| +5% | +$83.3K | 0.19% | 120 |
|
|
2019
Q1 | $1.57M | Sell |
28,975
-564
| -2% | -$31.2K | 0.2% | 116 |
|
|
2018
Q4 | $1.47M | Sell |
29,539
-1,367
| -4% | -$74.8K | 0.21% | 112 |
|
|
2018
Q3 | $1.88M | Buy |
30,906
+782
| +3% | +$46.6K | 0.23% | 95 |
|
|
2018
Q2 | $1.74M | Buy |
30,124
+816
| +3% | +$46.7K | 0.24% | 92 |
|
|
2018
Q1 | $1.67M | Buy |
29,308
+1,993
| +7% | +$117K | 0.23% | 92 |
|
|
2017
Q4 | $1.6M | Buy |
27,315
+242
| +0.9% | +$13.8K | 0.22% | 95 |
|
|
2017
Q3 | $1.52M | Buy |
27,073
+3,654
| +16% | +$192K | 0.23% | 96 |
|
|
2017
Q2 | $1.18M | Buy |
23,419
+2,694
| +13% | +$130K | 0.2% | 115 |
|
|
2017
Q1 | $1.04M | Buy |
20,725
+911
| +5% | +$46.6K | 0.19% | 120 |
|
|
2016
Q4 | $977K | Buy |
19,814
+324
| +2% | +$15.1K | 0.19% | 114 |
|
|
2016
Q3 | $865K | Buy |
19,490
+1,799
| +10% | +$78.8K | 0.18% | 140 |
|
|
2016
Q2 | $759K | Buy |
17,691
+2,261
| +15% | +$98.4K | 0.17% | 140 |
|
|
2016
Q1 | $665K | Sell |
15,430
-3,936
| -20% | -$152K | 0.16% | 149 |
|
|
2015
Q4 | $759K | Buy |
19,366
+5,993
| +45% | +$243K | 0.18% | 123 |
|
|
2015
Q3 | $527K | Sell |
13,373
-2,319
| -15% | -$92.3K | 0.14% | 184 |
|
|
2015
Q2 | $667K | Buy |
15,692
+2,968
| +23% | +$133K | 0.16% | 147 |
|
|
2015
Q1 | $545K | Sell |
12,724
-1,234
| -9% | -$53K | 0.13% | 181 |
|
|
2014
Q4 | $667K | Buy |
13,958
+1,860
| +15% | +$89.7K | 0.17% | 131 |
|
|
2014
Q3 | $598K | Buy |
12,098
+1,662
| +16% | +$86.3K | 0.17% | 147 |
|
|
2014
Q2 | $537K | Sell |
10,436
-1,640
| -14% | -$79.6K | 0.15% | 167 |
|
|
2014
Q1 | $567K | Buy |
12,076
+100
| +0.8% | +$4.51K | 0.16% | 159 |
|
|
2013
Q4 | $564K | Buy |
11,976
+144
| +1% | +$6.55K | 0.16% | 155 |
|
|
2013
Q3 | $532K | Buy |
11,832
+1,842
| +18% | +$78.3K | 0.17% | 152 |
|
|
2013
Q2 | $401K | Buy |
+9,990
| New | +$402K | 0.14% | 168 |
|
Other funds holding TD
