Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2 | $82.1K | Hold |
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|
2025
Q1 | $69.1K | Buy |
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|
2024
Q4 | $41.3K | Hold |
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|
2024
Q3 | $40.8K | Hold |
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|
2024
Q2 | $41.9K | Hold |
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|
2024
Q1 | $42K | Hold |
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|
2023
Q4 | $43.6K | Hold |
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|
2023
Q3 | $41.7K | Sell |
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|
2023
Q2 | $56.9K | Hold |
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|
2023
Q1 | $55K | Hold |
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|
2022
Q4 | $59.5K | Hold |
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|
2022
Q3 | $56K | Hold |
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|
2022
Q2 | $60K | Buy |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $55K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $50K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $97K | Hold |
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|
2020
Q3 | $79K | Hold |
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|
2020
Q2 | $77K | Sell |
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|
2020
Q1 | $189K | Hold |
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|
2019
Q4 | $251K | Sell |
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|
2019
Q3 | $318K | Hold |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $297K | Hold |
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|
2018
Q4 | $272K | Hold |
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|
2018
Q3 | $332K | Sell |
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|
2018
Q2 | $340K | Sell |
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|
2018
Q1 | $343K | Hold |
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|
2017
Q4 | $353K | Sell |
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|
2017
Q3 | $351K | Buy |
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|
2017
Q2 | $319K | Buy |
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|
2017
Q1 | $307K | Sell |
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|
2016
Q4 | $314K | Sell |
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|
2016
Q3 | $313K | Sell |
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|
2016
Q2 | $313K | Buy |
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|
2016
Q1 | $137K | Hold |
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|
2015
Q4 | $125K | Hold |
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|
2015
Q3 | $136K | Hold |
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|
2015
Q2 | $136K | Hold |
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|
2015
Q1 | $137K | Hold |
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|
2014
Q4 | $152K | Hold |
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|
2014
Q3 | $157K | Buy |
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|
2014
Q2 | $112K | Hold |
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|
2014
Q1 | $103K | Buy |
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|
2013
Q4 | $56K | Hold |
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|
2013
Q3 | $53K | Hold |
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|
2013
Q2 | $48K | Buy |
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