Valley National Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25K | Hold |
278
| – | – | ﹤0.01% | 478 |
|
|
2025
Q4 | $26K | Hold |
278
| – | – | ﹤0.01% | 471 |
|
|
2025
Q3 | $22K | Sell |
278
-9
| -3% | -$676 | ﹤0.01% | 466 |
|
|
2025
Q2 | $21K | Sell |
287
-373
| -57% | -$24.3K | ﹤0.01% | 480 |
|
|
2025
Q1 | $39K | Sell |
660
-1,192
| -64% | -$69.4K | 0.01% | 405 |
|
|
2024
Q4 | $98K | Sell |
1,852
-4,744
| -72% | -$266K | 0.02% | 283 |
|
|
2024
Q3 | $417K | Sell |
6,596
-2,003
| -23% | -$118K | 0.08% | 179 |
|
|
2024
Q2 | $471K | Sell |
8,599
-2,580
| -23% | -$146K | 0.07% | 165 |
|
|
2024
Q1 | $674K | Sell |
11,179
-1,479
| -12% | -$89.3K | 0.1% | 140 |
|
|
2023
Q4 | $817K | Sell |
12,658
-3,794
| -23% | -$227K | 0.13% | 127 |
|
|
2023
Q3 | $991K | Sell |
16,452
-2,966
| -15% | -$185K | 0.17% | 105 |
|
|
2023
Q2 | $1.21M | Buy |
19,418
+1,175
| +6% | +$70.7K | 0.2% | 94 |
|
|
2023
Q1 | $1.11M | Buy |
18,243
+1,568
| +9% | +$101K | 0.2% | 96 |
|
|
2022
Q4 | $1.07M | Buy |
16,675
+6,621
| +66% | +$428K | 0.19% | 101 |
|
|
2022
Q3 | $634K | Sell |
10,054
-408
| -4% | -$26.4K | 0.13% | 135 |
|
|
2022
Q2 | $665K | Buy |
10,462
+26
| +0.2% | +$1.89K | 0.14% | 126 |
|
|
2022
Q1 | $829K | Hold |
10,436
| – | – | 0.16% | 128 |
|
|
2021
Q4 | $800K | Buy |
10,436
+532
| +5% | +$38.8K | 0.15% | 134 |
|
|
2021
Q3 | $655K | Buy |
9,904
+6,946
| +235% | +$463K | 0.12% | 140 |
|
|
2021
Q2 | $207K | Hold |
2,958
| – | – | 0.04% | 217 |
|
|
2021
Q1 | $193K | Buy |
2,958
+2,425
| +455% | +$148K | 0.04% | 217 |
|
|
2020
Q4 | $30K | Buy |
533
+483
| +966% | +$24.5K | 0.01% | 381 |
|
|
2020
Q3 | $2K | Sell |
50
-127
| -72% | -$5.91K | ﹤0.01% | 671 |
|
|
2020
Q2 | $8K | Hold |
177
| – | – | ﹤0.01% | 504 |
|
|
2020
Q1 | $8K | Hold |
177
| – | – | ﹤0.01% | 493 |
|
|
2019
Q4 | $10K | Hold |
177
| – | – | ﹤0.01% | 531 |
|
|
2019
Q3 | $10K | Hold |
177
| – | – | ﹤0.01% | 509 |
|
|
2019
Q2 | $10K | Sell |
177
-111
| -39% | -$6.24K | ﹤0.01% | 484 |
|
|
2019
Q1 | $16K | Buy |
288
+111
| +63% | +$6.14K | ﹤0.01% | 421 |
|
|
2018
Q4 | $9K | Hold |
177
| – | – | ﹤0.01% | 464 |
|
|
2018
Q3 | $11K | Hold |
177
| – | – | ﹤0.01% | 429 |
|
|
2018
Q2 | $10K | Sell |
177
-32
| -15% | -$1.83K | ﹤0.01% | 419 |
|
|
2018
Q1 | $12K | Buy |
209
+32
| +18% | +$1.87K | ﹤0.01% | 388 |
|
|
2017
Q4 | $10K | Hold |
177
| – | – | ﹤0.01% | 409 |
|
|
2017
Q3 | $10K | Hold |
177
| – | – | ﹤0.01% | 407 |
|
|
2017
Q2 | $9K | Hold |
177
| – | – | ﹤0.01% | 419 |
|
|
2017
Q1 | $9K | Hold |
177
| – | – | ﹤0.01% | 427 |
|
|
2016
Q4 | $9K | Hold |
177
| – | – | ﹤0.01% | 430 |
|
|
2016
Q3 | $8K | Hold |
177
| – | – | ﹤0.01% | 416 |
|
|
2016
Q2 | $8K | Buy |
+177
| New | +$7.71K | ﹤0.01% | 408 |
|
Other funds holding TD
VCM
TWC