Plante Moran Financial 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
Q3 | $926K | Hold |
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|
2025
Q2 | $850K | Hold |
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|
2025
Q1 | $694K | Hold |
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|
2024
Q4 | $616K | Hold |
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|
2024
Q3 | $732K | Hold |
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|
2024
Q2 | $636K | Hold |
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|
2024
Q1 | $699K | Hold |
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|
2023
Q4 | $748K | Sell |
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|
2023
Q3 | $703K | Buy |
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|
2023
Q2 | $718K | Sell |
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|
2023
Q1 | $743K | Hold |
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|
2022
Q4 | $804K | Hold |
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|
2022
Q3 | $761K | Sell |
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|
2022
Q2 | $825K | Buy |
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|
2022
Q1 | $986K | Hold |
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|
2021
Q4 | $952K | Sell |
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|
2021
Q3 | $834K | Sell |
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|
2021
Q2 | $954K | Sell |
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|
2021
Q1 | $961K | Buy |
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|
2020
Q4 | $826K | Hold |
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|
2020
Q3 | $677K | Sell |
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|
2020
Q2 | $672K | Sell |
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|
2020
Q1 | $800K | Buy |
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|
2019
Q4 | $750K | Sell |
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|
2019
Q3 | $782K | Buy |
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|
2019
Q2 | $777K | Hold |
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|
2019
Q1 | $723K | Hold |
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|
2018
Q4 | $662K | Sell |
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|
2018
Q3 | $815K | Buy |
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|
2018
Q2 | $772K | Sell |
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|
2018
Q1 | $875K | Buy |
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|
2017
Q4 | $892K | Buy |
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|
2017
Q3 | $845K | Sell |
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|
2017
Q2 | $772K | Buy |
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|
2017
Q1 | $763K | Buy |
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|
2016
Q4 | $711K | Hold |
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|
2016
Q3 | $640K | Sell |
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|
2016
Q2 | $619K | Buy |
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|
2016
Q1 | $616K | Buy |
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|
2015
Q4 | $542K | Sell |
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|
2015
Q3 | $552K | Sell |
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|
2015
Q2 | $647K | Buy |
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|
2015
Q1 | $609K | Buy |
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|
2014
Q4 | $669K | Hold |
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|
2014
Q3 | $691K | Buy |
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|
2014
Q2 | $691K | Buy |
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|
2014
Q1 | $583K | Hold |
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|
2013
Q4 | $585K | Sell |
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|
2013
Q3 | $560K | Buy |
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|
2013
Q2 | $2K | Buy |
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