NWM
Nicola Wealth Management’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.4M | Buy |
617,602
+107,600
| +21% | +$7.91M | 4.26% | 2 |
|
|
2025
Q1 | $30.6M | Hold |
510,002
| – | – | 2.98% | 2 |
|
|
2024
Q4 | $39M | Buy |
510,002
+68,400
| +15% | +$5.23M | 3.7% | 1 |
|
|
2024
Q3 | $37.8M | Buy |
441,602
+99,600
| +29% | +$8.52M | 3% | 2 |
|
|
2024
Q2 | $25.7M | Hold |
342,002
| – | – | 2.3% | 8 |
|
|
2024
Q1 | $28M | Buy |
342,002
+30,800
| +10% | +$2.52M | 2.71% | 4 |
|
|
2023
Q4 | $26.6M | Sell |
311,202
-96,498
| -24% | -$8.26M | 2.8% | 4 |
|
|
2023
Q3 | $33.4M | Buy |
407,700
+44,100
| +12% | +$3.61M | 3.6% | 2 |
|
|
2023
Q2 | $22.5M | Buy |
363,600
+60,600
| +20% | +$3.76M | 2.22% | 9 |
|
|
2023
Q1 | $18.1M | Hold |
303,000
| – | – | 1.79% | 19 |
|
|
2022
Q4 | $19.6M | Hold |
303,000
| – | – | 1.99% | 15 |
|
|
2022
Q3 | $18.7M | Hold |
303,000
| – | – | 2.06% | 8 |
|
|
2022
Q2 | $19.9M | Sell |
303,000
-15,300
| -5% | -$1M | 1.9% | 10 |
|
|
2022
Q1 | $25.2M | Sell |
318,300
-62,000
| -16% | -$4.92M | 2.22% | 6 |
|
|
2021
Q4 | $29.2M | Sell |
380,300
-62,700
| -14% | -$4.81M | 2.74% | 3 |
|
|
2021
Q3 | $29.2M | Sell |
443,000
-2,600
| -0.6% | -$171K | 3% | 3 |
|
|
2021
Q2 | $31.3M | Sell |
445,600
-2,000
| -0.4% | -$140K | 3.2% | 2 |
|
|
2021
Q1 | $29.2M | Sell |
447,600
-50,000
| -10% | -$3.26M | 3.26% | 1 |
|
|
2020
Q4 | $28.1M | Sell |
497,600
-21,000
| -4% | -$1.19M | 3.49% | 2 |
|
|
2020
Q3 | $24M | Buy |
518,600
+124,000
| +31% | +$5.74M | 3.42% | 2 |
|
|
2020
Q2 | $17.6M | Buy |
394,600
+31,000
| +9% | +$1.38M | 2.44% | 4 |
|
|
2020
Q1 | $21.8M | Buy |
363,600
+40,000
| +12% | +$2.39M | 3.27% | 3 |
|
|
2019
Q4 | $23.6M | Buy |
323,600
+19,000
| +6% | +$1.38M | 3.55% | 1 |
|
|
2019
Q3 | $23.5M | Hold |
304,600
| – | – | 3.69% | 1 |
|
|
2019
Q2 | $23.3M | Hold |
304,600
| – | – | 3.87% | 1 |
|
|
2019
Q1 | $22.1M | Sell |
304,600
-17,000
| -5% | -$1.23M | 3.3% | 1 |
|
|
2018
Q4 | $21.8M | Sell |
321,600
-10,000
| -3% | -$679K | 3.6% | 1 |
|
|
2018
Q3 | $26M | Sell |
331,600
-12,000
| -3% | -$942K | 4.47% | 1 |
|
|
2018
Q2 | $26.1M | Hold |
343,600
| – | – | 5.08% | 1 |
|
|
2018
Q1 | $25.1M | Buy |
+343,600
| New | +$25.1M | 5.05% | 1 |
|