Waratah Capital 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 | $9.6M | Buy |
130,683
+31,590
| +32% | +$2.32M | 0.26% | 58 |
|
|
2025
Q1 | $5.94M | Buy |
+99,093
| New | +$5.94M | 0.16% | 74 |
|
|
2024
Q4 | – | Sell |
-545,298
| Closed | -$34.5M | – | 161 |
|
|
2024
Q3 | $34.5M | Buy |
+545,298
| New | +$34.5M | 0.68% | 16 |
|
|
2024
Q2 | – | Sell |
-84,300
| Closed | -$5.09M | – | 149 |
|
|
2024
Q1 | $5.09M | Buy |
84,300
+80,044
| +1,881% | +$4.83M | 0.15% | 75 |
|
|
2023
Q4 | $275K | Buy |
+4,256
| New | +$275K | 0.01% | 111 |
|
|
2023
Q1 | – | Sell |
-91,728
| Closed | -$5.94M | – | 203 |
|
|
2022
Q4 | $5.94M | Sell |
91,728
-48,669
| -35% | -$3.15M | 0.1% | 56 |
|
|
2022
Q3 | $8.61M | Buy |
+140,397
| New | +$8.61M | 0.13% | 49 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 201 |
|
|
2022
Q1 | – | Sell |
-150,365
| Closed | -$11.5M | – | 218 |
|
|
2021
Q4 | $11.5M | Buy |
150,365
+81,412
| +118% | +$6.24M | 0.2% | 53 |
|
|
2021
Q3 | $4.56M | Sell |
68,953
-45,909
| -40% | -$3.04M | 0.07% | 76 |
|
|
2021
Q2 | $8.05M | Sell |
114,862
-139,205
| -55% | -$9.75M | 0.11% | 58 |
|
|
2021
Q1 | $16.6M | Buy |
254,067
+155,847
| +159% | +$10.2M | 0.37% | 28 |
|
|
2020
Q4 | $5.55M | Buy |
+98,220
| New | +$5.55M | 0.38% | 64 |
|
|
2019
Q3 | – | Sell |
-31,781
| Closed | -$1.86M | – | 192 |
|
|
2019
Q2 | $1.86M | Buy |
31,781
+2,624
| +9% | +$153K | 0.21% | 71 |
|
|
2019
Q1 | $1.58M | Buy |
+29,157
| New | +$1.58M | 0.17% | 77 |
|
|
2018
Q4 | – | Sell |
-253,773
| Closed | -$15.4M | – | 152 |
|
|
2018
Q3 | $15.4M | Buy |
253,773
+157,570
| +164% | +$9.55M | 1.54% | 24 |
|
|
2018
Q2 | $5.56M | Buy |
+96,203
| New | +$5.56M | 0.61% | 44 |
|
|
2017
Q4 | – | Sell |
-16,080
| Closed | -$905K | – | 150 |
|
|
2017
Q3 | $905K | Sell |
16,080
-330
| -2% | -$18.6K | 0.11% | 87 |
|
|
2017
Q2 | $826K | Buy |
+16,410
| New | +$826K | 0.12% | 123 |
|
|
2017
Q1 | – | Sell |
-44,480
| Closed | -$2.19M | – | 196 |
|
|
2016
Q4 | $2.19M | Sell |
44,480
-34,360
| -44% | -$1.69M | 0.33% | 65 |
|
|
2016
Q3 | $3.5M | Buy |
+78,840
| New | +$3.5M | 0.62% | 53 |
|
|
2016
Q2 | – | Sell |
-24,180
| Closed | -$1.04M | – | 143 |
|
|
2016
Q1 | $1.04M | Buy |
24,180
+18,960
| +363% | +$817K | 0.21% | 85 |
|
|
2015
Q4 | $205K | Sell |
5,220
-280
| -5% | -$11K | 0.04% | 134 |
|
|
2015
Q3 | $217K | Hold |
5,500
| – | – | 0.05% | 89 |
|
|
2015
Q2 | $234K | Sell |
5,500
-100,874
| -95% | -$4.29M | 0.05% | 92 |
|
|
2015
Q1 | $4.55M | Buy |
+106,374
| New | +$4.55M | 1.24% | 27 |
|
|
2013
Q4 | – | Sell |
-19,400
| Closed | -$872K | – | 111 |
|
|
2013
Q3 | $872K | Sell |
19,400
-18,400
| -49% | -$827K | 0.49% | 44 |
|
|
2013
Q2 | $1.52M | Buy |
+37,800
| New | +$1.52M | 0.93% | 34 |
|