Washington Trust’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 | $265K | Buy |
3,605
+600
| +20% | +$44.1K | 0.01% | 242 |
|
2025
Q1 | $180K | Hold |
3,005
| – | – | 0.01% | 259 |
|
2024
Q4 | $160K | Sell |
3,005
-2,220
| -42% | -$118K | 0.01% | 292 |
|
2024
Q3 | $331K | Hold |
5,225
| – | – | 0.01% | 238 |
|
2024
Q2 | $287K | Sell |
5,225
-160
| -3% | -$8.79K | 0.01% | 251 |
|
2024
Q1 | $325K | Sell |
5,385
-325
| -6% | -$19.6K | 0.01% | 235 |
|
2023
Q4 | $369K | Hold |
5,710
| – | – | 0.01% | 214 |
|
2023
Q3 | $344K | Hold |
5,710
| – | – | 0.02% | 201 |
|
2023
Q2 | $354K | Hold |
5,710
| – | – | 0.01% | 209 |
|
2023
Q1 | $342K | Buy |
5,710
+75
| +1% | +$4.49K | 0.02% | 207 |
|
2022
Q4 | $365K | Hold |
5,635
| – | – | 0.02% | 199 |
|
2022
Q3 | $345K | Hold |
5,635
| – | – | 0.02% | 191 |
|
2022
Q2 | $369K | Hold |
5,635
| – | – | 0.02% | 189 |
|
2022
Q1 | $447K | Hold |
5,635
| – | – | 0.02% | 186 |
|
2021
Q4 | $432K | Sell |
5,635
-305
| -5% | -$23.4K | 0.02% | 198 |
|
2021
Q3 | $394K | Hold |
5,940
| – | – | 0.01% | 241 |
|
2021
Q2 | $416K | Buy |
5,940
+305
| +5% | +$21.4K | 0.01% | 227 |
|
2021
Q1 | $367K | Hold |
5,635
| – | – | 0.01% | 229 |
|
2020
Q4 | $318K | Sell |
5,635
-99
| -2% | -$5.59K | 0.01% | 228 |
|
2020
Q3 | $265K | Sell |
5,734
-1
| -0% | -$46 | 0.01% | 229 |
|
2020
Q2 | $252K | Sell |
5,735
-833
| -13% | -$36.6K | 0.01% | 223 |
|
2020
Q1 | $278K | Buy |
+6,568
| New | +$278K | 0.01% | 222 |
|
2019
Q3 | – | Sell |
-6,840
| Closed | -$399K | – | 240 |
|
2019
Q2 | $399K | Buy |
+6,840
| New | +$399K | 0.02% | 184 |
|
2019
Q1 | – | Sell |
-4,549
| Closed | -$226K | – | 227 |
|
2018
Q4 | $226K | Buy |
+4,549
| New | +$226K | 0.01% | 205 |
|
2018
Q3 | – | Sell |
-6,170
| Closed | -$357K | – | 738 |
|
2018
Q2 | $357K | Hold |
6,170
| – | – | 0.02% | 190 |
|
2018
Q1 | $351K | Buy |
6,170
+325
| +6% | +$18.5K | 0.02% | 167 |
|
2017
Q4 | $343K | Buy |
5,845
+234
| +4% | +$13.7K | 0.02% | 171 |
|
2017
Q3 | $316K | Sell |
5,611
-415
| -7% | -$23.4K | 0.02% | 170 |
|
2017
Q2 | $304K | Hold |
6,026
| – | – | 0.02% | 174 |
|
2017
Q1 | $302K | Sell |
6,026
-150
| -2% | -$7.52K | 0.02% | 170 |
|
2016
Q4 | $305K | Hold |
6,176
| – | – | 0.02% | 172 |
|
2016
Q3 | $274K | Sell |
6,176
-1,058
| -15% | -$46.9K | 0.02% | 180 |
|
2016
Q2 | $311K | Buy |
7,234
+272
| +4% | +$11.7K | 0.02% | 172 |
|
2016
Q1 | $300K | Sell |
6,962
-133,712
| -95% | -$5.76M | 0.02% | 172 |
|
2015
Q4 | $5.51M | Sell |
140,674
-4,622
| -3% | -$181K | 0.38% | 79 |
|
2015
Q3 | $5.73M | Sell |
145,296
-9,826
| -6% | -$387K | 0.41% | 78 |
|
2015
Q2 | $6.59M | Sell |
155,122
-1,520
| -1% | -$64.6K | 0.43% | 76 |
|
2015
Q1 | $6.71M | Buy |
156,642
+1,219
| +0.8% | +$52.2K | 0.45% | 77 |
|
2014
Q4 | $7.43M | Buy |
155,423
+1,778
| +1% | +$85K | 0.51% | 67 |
|
2014
Q3 | $7.59M | Sell |
153,645
-293
| -0.2% | -$14.5K | 0.56% | 65 |
|
2014
Q2 | $7.92M | Buy |
153,938
+3,473
| +2% | +$179K | 0.58% | 62 |
|
2014
Q1 | $7.07M | Buy |
150,465
+4,603
| +3% | +$216K | 0.53% | 66 |
|
2013
Q4 | $6.87M | Sell |
145,862
-696
| -0.5% | -$32.8K | 0.52% | 63 |
|
2013
Q3 | $6.59M | Buy |
146,558
+6,776
| +5% | +$305K | 0.53% | 60 |
|
2013
Q2 | $5.62M | Buy |
+139,782
| New | +$5.62M | 0.47% | 63 |
|