LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.1K | Hold |
1,118
| – | – | ﹤0.01% | 360 |
|
|
2025
Q1 | $69.1K | Buy |
1,118
+400
| +56% | +$24.7K | ﹤0.01% | 362 |
|
|
2024
Q4 | $41.3K | Hold |
718
| – | – | ﹤0.01% | 411 |
|
|
2024
Q3 | $40.8K | Hold |
718
| – | – | ﹤0.01% | 407 |
|
|
2024
Q2 | $41.9K | Hold |
718
| – | – | ﹤0.01% | 408 |
|
|
2024
Q1 | $42K | Hold |
718
| – | – | ﹤0.01% | 412 |
|
|
2023
Q4 | $43.6K | Hold |
718
| – | – | ﹤0.01% | 415 |
|
|
2023
Q3 | $41.7K | Sell |
718
-200
| -22% | -$11.6K | ﹤0.01% | 435 |
|
|
2023
Q2 | $56.9K | Hold |
918
| – | – | ﹤0.01% | 414 |
|
|
2023
Q1 | $55K | Hold |
918
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $59.5K | Hold |
918
| – | – | ﹤0.01% | 385 |
|
|
2022
Q3 | $56K | Hold |
918
| – | – | ﹤0.01% | 398 |
|
|
2022
Q2 | $60K | Buy |
918
+200
| +28% | +$13.1K | ﹤0.01% | 408 |
|
|
2022
Q1 | $57K | Hold |
718
| – | – | ﹤0.01% | 429 |
|
|
2021
Q4 | $55K | Hold |
718
| – | – | ﹤0.01% | 453 |
|
|
2021
Q3 | $47K | Hold |
718
| – | – | ﹤0.01% | 465 |
|
|
2021
Q2 | $50K | Buy |
+718
| New | +$50K | ﹤0.01% | 475 |
|
|
2021
Q1 | – | Sell |
-1,718
| Closed | -$97K | – | 656 |
|
|
2020
Q4 | $97K | Hold |
1,718
| – | – | ﹤0.01% | 358 |
|
|
2020
Q3 | $79K | Hold |
1,718
| – | – | ﹤0.01% | 348 |
|
|
2020
Q2 | $77K | Sell |
1,718
-2,748
| -62% | -$123K | ﹤0.01% | 337 |
|
|
2020
Q1 | $189K | Hold |
4,466
| – | – | ﹤0.01% | 241 |
|
|
2019
Q4 | $251K | Sell |
4,466
-1,000
| -18% | -$56.2K | ﹤0.01% | 250 |
|
|
2019
Q3 | $318K | Hold |
5,466
| – | – | ﹤0.01% | 220 |
|
|
2019
Q2 | $319K | Hold |
5,466
| – | – | ﹤0.01% | 222 |
|
|
2019
Q1 | $297K | Hold |
5,466
| – | – | ﹤0.01% | 224 |
|
|
2018
Q4 | $272K | Hold |
5,466
| – | – | ﹤0.01% | 228 |
|
|
2018
Q3 | $332K | Sell |
5,466
-417
| -7% | -$25.3K | 0.01% | 228 |
|
|
2018
Q2 | $340K | Sell |
5,883
-150
| -2% | -$8.67K | 0.01% | 228 |
|
|
2018
Q1 | $343K | Hold |
6,033
| – | – | 0.01% | 227 |
|
|
2017
Q4 | $353K | Sell |
6,033
-201
| -3% | -$11.8K | 0.01% | 229 |
|
|
2017
Q3 | $351K | Buy |
6,234
+53
| +0.9% | +$2.98K | 0.01% | 224 |
|
|
2017
Q2 | $319K | Buy |
6,181
+47
| +0.8% | +$2.43K | 0.01% | 228 |
|
|
2017
Q1 | $307K | Sell |
6,134
-227
| -4% | -$11.4K | 0.01% | 228 |
|
|
2016
Q4 | $314K | Sell |
6,361
-697
| -10% | -$34.4K | 0.01% | 225 |
|
|
2016
Q3 | $313K | Sell |
7,058
-230
| -3% | -$10.2K | 0.01% | 225 |
|
|
2016
Q2 | $313K | Buy |
7,288
+4,100
| +129% | +$176K | 0.01% | 217 |
|
|
2016
Q1 | $137K | Hold |
3,188
| – | – | ﹤0.01% | 285 |
|
|
2015
Q4 | $125K | Hold |
3,188
| – | – | ﹤0.01% | 319 |
|
|
2015
Q3 | $136K | Hold |
3,188
| – | – | ﹤0.01% | 320 |
|
|
2015
Q2 | $136K | Hold |
3,188
| – | – | ﹤0.01% | 320 |
|
|
2015
Q1 | $137K | Hold |
3,188
| – | – | ﹤0.01% | 332 |
|
|
2014
Q4 | $152K | Hold |
3,188
| – | – | ﹤0.01% | 312 |
|
|
2014
Q3 | $157K | Buy |
3,188
+1,000
| +46% | +$49.2K | ﹤0.01% | 296 |
|
|
2014
Q2 | $112K | Hold |
2,188
| – | – | ﹤0.01% | 343 |
|
|
2014
Q1 | $103K | Buy |
2,188
+1,594
| +268% | +$75K | ﹤0.01% | 339 |
|
|
2013
Q4 | $56K | Hold |
594
| – | – | ﹤0.01% | 385 |
|
|
2013
Q3 | $53K | Hold |
594
| – | – | ﹤0.01% | 366 |
|
|
2013
Q2 | $48K | Buy |
+594
| New | +$48K | ﹤0.01% | 391 |
|