PFM
Parsec Financial Management’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $14.4M | Buy |
240,396
+14,374
| +6% | +$861K | 0.61% | 46 |
|
|
2022
Q4 | $14.6M | Buy |
226,022
+12,097
| +6% | +$783K | 0.65% | 45 |
|
|
2022
Q3 | $13.1M | Buy |
213,925
+19,158
| +10% | +$1.17M | 0.66% | 44 |
|
|
2022
Q2 | $12.8M | Buy |
194,767
+11,347
| +6% | +$744K | 0.62% | 46 |
|
|
2022
Q1 | $14.6M | Buy |
183,420
+5,421
| +3% | +$431K | 0.62% | 43 |
|
|
2021
Q4 | $13.6M | Buy |
177,999
+6,789
| +4% | +$521K | 0.57% | 44 |
|
|
2021
Q3 | $12.6M | Buy |
171,210
+15,323
| +10% | +$1.13M | 0.54% | 48 |
|
|
2021
Q2 | $10.9M | Sell |
155,887
-1,204
| -0.8% | -$84.3K | 0.51% | 50 |
|
|
2021
Q1 | $10.2M | Sell |
157,091
-17,832
| -10% | -$1.16M | 0.53% | 47 |
|
|
2020
Q4 | $9.87M | Sell |
174,923
-21,169
| -11% | -$1.19M | 0.53% | 46 |
|
|
2020
Q3 | $9.07M | Sell |
196,092
-33,468
| -15% | -$1.55M | 0.55% | 47 |
|
|
2020
Q2 | $10.2M | Sell |
229,560
-24,272
| -10% | -$1.08M | 0.65% | 45 |
|
|
2020
Q1 | $10.8M | Sell |
253,832
-20,296
| -7% | -$860K | 0.81% | 41 |
|
|
2019
Q4 | $15.4M | Sell |
274,128
-3,708
| -1% | -$208K | 0.9% | 40 |
|
|
2019
Q3 | $16.2M | Sell |
277,836
-2,369
| -0.8% | -$138K | 1.01% | 40 |
|
|
2019
Q2 | $16.4M | Sell |
280,205
-1,868
| -0.7% | -$109K | 1.02% | 37 |
|
|
2019
Q1 | $15.3M | Buy |
282,073
+5,086
| +2% | +$276K | 0.97% | 40 |
|
|
2018
Q4 | $13.8M | Sell |
276,987
-488
| -0.2% | -$24.3K | 1% | 39 |
|
|
2018
Q3 | $16.9M | Buy |
277,475
+3,972
| +1% | +$241K | 1.07% | 37 |
|
|
2018
Q2 | $15.8M | Buy |
273,503
+4,857
| +2% | +$281K | 1.07% | 37 |
|
|
2018
Q1 | $15.3M | Buy |
268,646
+7,386
| +3% | +$420K | 1.04% | 38 |
|
|
2017
Q4 | $15.3M | Buy |
261,260
+4,880
| +2% | +$286K | 1.04% | 36 |
|
|
2017
Q3 | $14.4M | Buy |
256,380
+3,261
| +1% | +$184K | 1.04% | 37 |
|
|
2017
Q2 | $12.8M | Buy |
253,119
+3,610
| +1% | +$182K | 1.01% | 41 |
|
|
2017
Q1 | $12.5M | Sell |
249,509
-5,275
| -2% | -$264K | 1.04% | 38 |
|
|
2016
Q4 | $12.6M | Buy |
254,784
+6,836
| +3% | +$337K | 1.1% | 38 |
|
|
2016
Q3 | $11M | Buy |
247,948
+10,274
| +4% | +$456K | 1% | 40 |
|
|
2016
Q2 | $10.2M | Buy |
237,674
+16,656
| +8% | +$715K | 0.98% | 40 |
|
|
2016
Q1 | $9.53M | Buy |
221,018
+25,709
| +13% | +$1.11M | 0.95% | 43 |
|
|
2015
Q4 | $7.65M | Buy |
195,309
+10,787
| +6% | +$423K | 0.79% | 47 |
|
|
2015
Q3 | $7.27M | Buy |
184,522
+65,869
| +56% | +$2.6M | 0.79% | 49 |
|
|
2015
Q2 | $5.04M | Buy |
118,653
+7,248
| +7% | +$308K | 0.51% | 69 |
|
|
2015
Q1 | $4.77M | Buy |
+111,405
| New | +$4.77M | 0.48% | 71 |
|