Plante Moran Financial Advisors’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 | $850K | Hold |
11,578
| – | – | 0.06% | 54 |
|
|
2025
Q1 | $694K | Hold |
11,578
| – | – | 0.06% | 61 |
|
|
2024
Q4 | $616K | Hold |
11,578
| – | – | 0.05% | 74 |
|
|
2024
Q3 | $732K | Hold |
11,578
| – | – | 0.06% | 59 |
|
|
2024
Q2 | $636K | Hold |
11,578
| – | – | 0.06% | 68 |
|
|
2024
Q1 | $699K | Hold |
11,578
| – | – | 0.08% | 66 |
|
|
2023
Q4 | $748K | Sell |
11,578
-83
| -0.7% | -$5.36K | 0.08% | 60 |
|
|
2023
Q3 | $703K | Buy |
11,661
+83
| +0.7% | +$5K | 0.08% | 56 |
|
|
2023
Q2 | $718K | Sell |
11,578
-834
| -7% | -$51.7K | 0.09% | 55 |
|
|
2023
Q1 | $743K | Hold |
12,412
| – | – | 0.1% | 55 |
|
|
2022
Q4 | $804K | Hold |
12,412
| – | – | 0.12% | 55 |
|
|
2022
Q3 | $761K | Sell |
12,412
-164
| -1% | -$10.1K | 0.13% | 55 |
|
|
2022
Q2 | $825K | Buy |
12,576
+164
| +1% | +$10.8K | 0.14% | 52 |
|
|
2022
Q1 | $986K | Hold |
12,412
| – | – | 0.18% | 51 |
|
|
2021
Q4 | $952K | Sell |
12,412
-202
| -2% | -$15.5K | 0.16% | 56 |
|
|
2021
Q3 | $834K | Sell |
12,614
-1,000
| -7% | -$66.1K | 0.19% | 61 |
|
|
2021
Q2 | $954K | Sell |
13,614
-1,118
| -8% | -$78.3K | 0.23% | 52 |
|
|
2021
Q1 | $961K | Buy |
14,732
+100
| +0.7% | +$6.52K | 0.26% | 50 |
|
|
2020
Q4 | $826K | Hold |
14,632
| – | – | 0.26% | 53 |
|
|
2020
Q3 | $677K | Sell |
14,632
-428
| -3% | -$19.8K | 0.24% | 58 |
|
|
2020
Q2 | $672K | Sell |
15,060
-3,802
| -20% | -$170K | 0.27% | 51 |
|
|
2020
Q1 | $800K | Buy |
18,862
+5,506
| +41% | +$234K | 0.37% | 41 |
|
|
2019
Q4 | $750K | Sell |
13,356
-65
| -0.5% | -$3.65K | 0.26% | 54 |
|
|
2019
Q3 | $782K | Buy |
13,421
+105
| +0.8% | +$6.12K | 0.23% | 59 |
|
|
2019
Q2 | $777K | Hold |
13,316
| – | – | 0.24% | 56 |
|
|
2019
Q1 | $723K | Hold |
13,316
| – | – | 0.22% | 59 |
|
|
2018
Q4 | $662K | Sell |
13,316
-90
| -0.7% | -$4.47K | 0.23% | 60 |
|
|
2018
Q3 | $815K | Buy |
13,406
+66
| +0.5% | +$4.01K | 0.27% | 53 |
|
|
2018
Q2 | $772K | Sell |
13,340
-2,058
| -13% | -$119K | 0.39% | 51 |
|
|
2018
Q1 | $875K | Buy |
15,398
+163
| +1% | +$9.26K | 0.48% | 42 |
|
|
2017
Q4 | $892K | Buy |
15,235
+226
| +2% | +$13.2K | 0.49% | 43 |
|
|
2017
Q3 | $845K | Sell |
15,009
-310
| -2% | -$17.5K | 0.5% | 43 |
|
|
2017
Q2 | $772K | Buy |
15,319
+95
| +0.6% | +$4.79K | 0.48% | 47 |
|
|
2017
Q1 | $763K | Buy |
15,224
+818
| +6% | +$41K | 0.46% | 45 |
|
|
2016
Q4 | $711K | Hold |
14,406
| – | – | 0.44% | 45 |
|
|
2016
Q3 | $640K | Sell |
14,406
-20
| -0.1% | -$889 | 0.43% | 49 |
|
|
2016
Q2 | $619K | Buy |
14,426
+152
| +1% | +$6.52K | 0.45% | 43 |
|
|
2016
Q1 | $616K | Buy |
14,274
+445
| +3% | +$19.2K | 0.47% | 43 |
|
|
2015
Q4 | $542K | Sell |
13,829
-179
| -1% | -$7.02K | 0.41% | 57 |
|
|
2015
Q3 | $552K | Sell |
14,008
-1,208
| -8% | -$47.6K | 0.43% | 53 |
|
|
2015
Q2 | $647K | Buy |
15,216
+1,000
| +7% | +$42.5K | 0.46% | 50 |
|
|
2015
Q1 | $609K | Buy |
14,216
+217
| +2% | +$9.3K | 0.42% | 54 |
|
|
2014
Q4 | $669K | Hold |
13,999
| – | – | 0.49% | 43 |
|
|
2014
Q3 | $691K | Buy |
13,999
+565
| +4% | +$27.9K | 0.6% | 37 |
|
|
2014
Q2 | $691K | Buy |
13,434
+1,022
| +8% | +$52.6K | 0.62% | 39 |
|
|
2014
Q1 | $583K | Hold |
12,412
| – | – | 0.63% | 41 |
|
|
2013
Q4 | $585K | Sell |
12,412
-46
| -0.4% | -$2.17K | 0.33% | 45 |
|
|
2013
Q3 | $560K | Buy |
12,458
+12,412
| +26,983% | +$558K | 0.34% | 41 |
|
|
2013
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 549 |
|