Litman Gregory 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
$240K Sell
2025
Q2
$244K Sell
2025
Q1
$277K Sell
2024
Q4
$260K Hold
2024
Q3
$308K Sell
2024
Q2
$337K Buy
2024
Q1
$294K Buy
2023
Q4
$283K Buy
2023
Q3
$218K Buy
2020
Q4
Sell
2020
Q3
$4K Buy