Montrusco Bolton Investments’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
Q2 | $39.2M | Sell |
533,649
-42,613
| -7% | -$3.13M | 0.43% | 32 |
|
|
2025
Q1 | $34.5M | Buy |
576,262
+71,201
| +14% | +$4.27M | 0.45% | 32 |
|
|
2024
Q4 | $26.9M | Sell |
505,061
-231,984
| -31% | -$12.3M | 0.33% | 34 |
|
|
2024
Q3 | $46.7M | Sell |
737,045
-813,618
| -52% | -$51.5M | 0.49% | 29 |
|
|
2024
Q2 | $85.2M | Buy |
1,550,663
+93,261
| +6% | +$5.13M | 0.89% | 28 |
|
|
2024
Q1 | $88M | Sell |
1,457,402
-49,518
| -3% | -$2.99M | 0.94% | 27 |
|
|
2023
Q4 | $97.8M | Sell |
1,506,920
-251,016
| -14% | -$16.3M | 1.21% | 25 |
|
|
2023
Q3 | $106M | Sell |
1,757,936
-484,231
| -22% | -$29.3M | 1.55% | 23 |
|
|
2023
Q2 | $139M | Sell |
2,242,167
-64,948
| -3% | -$4.03M | 2.16% | 20 |
|
|
2023
Q1 | $138M | Buy |
2,307,115
+522,268
| +29% | +$31.2M | 2.85% | 12 |
|
|
2022
Q4 | $115M | Buy |
1,784,847
+75,072
| +4% | +$4.86M | 2.68% | 16 |
|
|
2022
Q3 | $105M | Sell |
1,709,775
-56,459
| -3% | -$3.48M | 2.78% | 14 |
|
|
2022
Q2 | $116M | Sell |
1,766,234
-230,784
| -12% | -$15.1M | 3.08% | 9 |
|
|
2022
Q1 | $159M | Sell |
1,997,018
-254,707
| -11% | -$20.2M | 3.66% | 2 |
|
|
2021
Q4 | $173M | Sell |
2,251,725
-135,801
| -6% | -$10.4M | 4.08% | 3 |
|
|
2021
Q3 | $158M | Buy |
2,387,526
+66,714
| +3% | +$4.42M | 4.3% | 5 |
|
|
2021
Q2 | $163M | Buy |
2,320,812
+732,826
| +46% | +$51.4M | 4.89% | 4 |
|
|
2021
Q1 | $104M | Buy |
1,587,986
+76,510
| +5% | +$4.99M | 3.38% | 6 |
|
|
2020
Q4 | $85.3M | Buy |
1,511,476
+188,992
| +14% | +$10.7M | 3.75% | 4 |
|
|
2020
Q3 | $61M | Sell |
1,322,484
-115,256
| -8% | -$5.32M | 3.07% | 9 |
|
|
2020
Q2 | $63.6M | Buy |
1,437,740
+1,088,952
| +312% | +$48.2M | 3.64% | 5 |
|
|
2020
Q1 | $14.7M | Sell |
348,788
-1,774,566
| -84% | -$74.6M | 1.16% | 29 |
|
|
2019
Q4 | $119M | Buy |
2,123,354
+127,155
| +6% | +$7.14M | 6.86% | 1 |
|
|
2019
Q3 | $114M | Buy |
1,996,199
+440,575
| +28% | +$25.2M | 6.74% | 2 |
|
|
2019
Q2 | $91.1M | Sell |
1,555,624
-8,498
| -0.5% | -$498K | 5.92% | 3 |
|
|
2019
Q1 | $88.9M | Sell |
1,564,122
-630,233
| -29% | -$35.8M | 5.7% | 3 |
|
|
2018
Q4 | $109M | Sell |
2,194,355
-154,916
| -7% | -$7.7M | 7.34% | 2 |
|
|
2018
Q3 | $143M | Sell |
2,349,271
-123,310
| -5% | -$7.49M | 8.73% | 3 |
|
|
2018
Q2 | $143M | Sell |
2,472,581
-10,656
| -0.4% | -$616K | 9.87% | 2 |
|
|
2018
Q1 | $141M | Sell |
2,483,237
-541,951
| -18% | -$30.7M | 10.18% | 2 |
|
|
2017
Q4 | $178M | Buy |
3,025,188
+520,777
| +21% | +$30.6M | 9.72% | 3 |
|
|
2017
Q3 | $141M | Buy |
2,504,411
+696,512
| +39% | +$39.1M | 7.44% | 3 |
|
|
2017
Q2 | $91M | Sell |
1,807,899
-725,496
| -29% | -$36.5M | 5.01% | 4 |
|
|
2017
Q1 | $127M | Sell |
2,533,395
-1,814,529
| -42% | -$90.6M | 7.15% | 3 |
|
|
2016
Q4 | $215M | Buy |
4,347,924
+320,180
| +8% | +$15.8M | 11.81% | 1 |
|
|
2016
Q3 | $178M | Buy |
4,027,744
+254,224
| +7% | +$11.3M | 11.01% | 2 |
|
|
2016
Q2 | $161M | Buy |
3,773,520
+832,901
| +28% | +$35.6M | 10.29% | 1 |
|
|
2016
Q1 | $127M | Sell |
2,940,619
-59,345
| -2% | -$2.57M | 10.56% | 1 |
|
|
2015
Q4 | $117M | Sell |
2,999,964
-59,968
| -2% | -$2.34M | 10.13% | 1 |
|
|
2015
Q3 | $120M | Buy |
3,059,932
+64,561
| +2% | +$2.53M | 10.28% | 1 |
|
|
2015
Q2 | $127M | Sell |
2,995,371
-76,851
| -3% | -$3.26M | 9.43% | 1 |
|
|
2015
Q1 | $132M | Buy |
3,072,222
+305,055
| +11% | +$13.1M | 9.72% | 1 |
|
|
2014
Q4 | $133M | Buy |
2,767,167
+348,885
| +14% | +$16.7M | 9.53% | 1 |
|
|
2014
Q3 | $120M | Sell |
2,418,282
-18,490
| -0.8% | -$914K | 8% | 1 |
|
|
2014
Q2 | $126M | Buy |
2,436,772
+103,833
| +4% | +$5.35M | 7.89% | 1 |
|
|
2014
Q1 | $110M | Buy |
2,332,939
+258,575
| +12% | +$12.1M | 7.74% | 1 |
|
|
2013
Q4 | $97.7M | Buy |
2,074,364
+167,026
| +9% | +$7.87M | 6.87% | 1 |
|
|
2013
Q3 | $86M | Sell |
1,907,338
-243,250
| -11% | -$11M | 6.43% | 1 |
|
|
2013
Q2 | $86.1M | Buy |
+2,150,588
| New | +$86.1M | 6.93% | 1 |
|