TPCW
TD Private Client Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Sell |
24,679
-7,501
| -23% | -$2.05M | 0.17% | 92 |
|
|
2025
Q1 | $8.64M | Buy |
32,180
+2,796
| +10% | +$750K | 0.24% | 69 |
|
|
2024
Q4 | $9.82M | Buy |
29,384
+12,501
| +74% | +$4.18M | 0.27% | 62 |
|
|
2024
Q3 | $4.62M | Buy |
16,883
+8,949
| +113% | +$2.45M | 0.13% | 119 |
|
|
2024
Q2 | $2.04M | Sell |
7,934
-3,011
| -28% | -$774K | 0.06% | 229 |
|
|
2024
Q1 | $3.3M | Buy |
10,945
+2,955
| +37% | +$890K | 0.11% | 150 |
|
|
2023
Q4 | $2.1M | Sell |
7,990
-297
| -4% | -$78.2K | 0.08% | 212 |
|
|
2023
Q3 | $1.68M | Sell |
8,287
-1,497
| -15% | -$304K | 0.07% | 235 |
|
|
2023
Q2 | $2.07M | Sell |
9,784
-284
| -3% | -$60K | 0.09% | 220 |
|
|
2023
Q1 | $2.01M | Buy |
10,068
+885
| +10% | +$177K | 0.09% | 225 |
|
|
2022
Q4 | $1.22M | Sell |
9,183
-7,810
| -46% | -$1.04M | 0.06% | 290 |
|
|
2022
Q3 | $2.44M | Buy |
16,993
+447
| +3% | +$64.3K | 0.13% | 170 |
|
|
2022
Q2 | $2.73M | Sell |
16,546
-103
| -0.6% | -$17K | 0.13% | 165 |
|
|
2022
Q1 | $3.53M | Buy |
16,649
+5,153
| +45% | +$1.09M | 0.15% | 144 |
|
|
2021
Q4 | $2.92M | Buy |
11,496
+2,154
| +23% | +$547K | 0.12% | 175 |
|
|
2021
Q3 | $2.53M | Sell |
9,342
-309
| -3% | -$83.8K | 0.11% | 186 |
|
|
2021
Q2 | $2.36M | Buy |
9,651
+302
| +3% | +$73.8K | 0.1% | 208 |
|
|
2021
Q1 | $1.98M | Sell |
9,349
-6,983
| -43% | -$1.48M | 0.09% | 226 |
|
|
2020
Q4 | $3.63M | Sell |
16,332
-681
| -4% | -$152K | 0.18% | 129 |
|
|
2020
Q3 | $4.28M | Sell |
17,013
-355
| -2% | -$89.2K | 0.24% | 93 |
|
|
2020
Q2 | $3.25M | Buy |
17,368
+2,242
| +15% | +$420K | 0.19% | 117 |
|
|
2020
Q1 | $2.18M | Sell |
15,126
-2,034
| -12% | -$293K | 0.16% | 138 |
|
|
2019
Q4 | $2.79M | Buy |
+17,160
| New | +$2.79M | 0.17% | 143 |
|