WealthTrust Axiom’s Toronto Dominion Bank TD Stock Holding History

WealthTrust Axiom’s Portfolio TD Stock Details TD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.95M	Sell	26,511 -2,265	-8%	-$166K	0.57%	38
2025 Q1	$1.72M	Sell	28,776 -95	-0.3%	-$5.69K	0.53%	44
2024 Q4	$1.54M	Sell	28,871 -220	-0.8%	-$11.7K	0.46%	48
2024 Q3	$1.84M	Hold	29,091	–	–	0.55%	44
2024 Q2	$1.6M	Sell	29,091 -180	-0.6%	-$9.89K	0.53%	46
2024 Q1	$1.77M	Sell	29,271 -141	-0.5%	-$8.51K	0.57%	41
2023 Q4	$1.9M	Hold	29,412	–	–	0.64%	37
2023 Q3	$1.77M	Sell	29,412 -1,400	-5%	-$84.4K	0.64%	37
2023 Q2	$1.91M	Sell	30,812 -18	-0.1%	-$1.12K	0.63%	38
2023 Q1	$1.85M	Sell	30,830 -220	-0.7%	-$13.2K	0.63%	39
2022 Q4	$2.01M	Sell	31,050 -50	-0.2%	-$3.24K	0.7%	36
2022 Q3	$1.91M	Sell	31,100 -175	-0.6%	-$10.7K	0.73%	33
2022 Q2	$2.05M	Sell	31,275 -145	-0.5%	-$9.51K	0.73%	37
2022 Q1	$2.5M	Hold	31,420	–	–	0.78%	35
2021 Q4	$2.41M	Sell	31,420 -100	-0.3%	-$7.67K	0.77%	35
2021 Q3	$2.09M	Sell	31,520 -175	-0.6%	-$11.6K	0.71%	38
2021 Q2	$2.22M	Sell	31,695 -100	-0.3%	-$7K	0.71%	39
2021 Q1	$2.07M	Sell	31,795 -70	-0.2%	-$4.56K	0.7%	40
2020 Q4	$1.8M	Sell	31,865 -50	-0.2%	-$2.82K	0.65%	40
2020 Q3	$1.48M	Sell	31,915 -1,281	-4%	-$59.2K	0.64%	42
2020 Q2	$1.48M	Sell	33,196 -1,817	-5%	-$81K	0.65%	43
2020 Q1	$1.48M	Sell	35,013 -28	-0.1%	-$1.19K	0.73%	41
2019 Q4	$1.97M	Hold	35,041	–	–	0.66%	46
2019 Q3	$2.04M	Sell	35,041 -6,775	-16%	-$395K	0.72%	40
2019 Q2	$2.44M	Sell	41,816 -1,850	-4%	-$108K	0.85%	36
2019 Q1	$2.37M	Sell	43,666 -3,570	-8%	-$194K	0.84%	35
2018 Q4	$2.35M	Sell	47,236 -862	-2%	-$42.8K	0.96%	34
2018 Q3	$2.92M	Sell	48,098 -200	-0.4%	-$12.2K	0.99%	30
2018 Q2	$2.79M	Sell	48,298 -560	-1%	-$32.4K	0.99%	29
2018 Q1	$2.78M	Sell	48,858 -660	-1%	-$37.5K	1.01%	25
2017 Q4	$2.9M	Sell	49,518 -100	-0.2%	-$5.86K	1.08%	27
2017 Q3	$2.79M	Sell	49,618 -300	-0.6%	-$16.9K	1.06%	29
2017 Q2	$2.51M	Sell	49,918 -300	-0.6%	-$15.1K	0.94%	31
2017 Q1	$2.52M	Sell	50,218 -773	-2%	-$38.7K	0.92%	32
2016 Q4	$2.52M	Sell	50,991 -310	-0.6%	-$15.3K	0.91%	31
2016 Q3	$2.28M	Hold	51,301	–	–	0.85%	36
2016 Q2	$2.2M	Hold	51,301	–	–	0.85%	34
2016 Q1	$2.21M	Buy	51,301 +140	+0.3%	+$6.04K	0.87%	37
2015 Q4	$2M	Hold	51,161	–	–	0.79%	41
2015 Q3	$2.02M	Sell	51,161 -200	-0.4%	-$7.88K	0.84%	37
2015 Q2	$2.18M	Hold	51,361	–	–	0.81%	37
2015 Q1	$2.2M	Sell	51,361 -120	-0.2%	-$5.14K	0.78%	37
2014 Q4	$2.46M	Sell	51,481 -170	-0.3%	-$8.12K	0.88%	32
2014 Q3	$2.55M	Sell	51,651 -100	-0.2%	-$4.94K	0.9%	33
2014 Q2	$2.66M	Hold	51,751	–	–	0.9%	33
2014 Q1	$2.43M	Buy	51,751 +25,876	+100%	+$1.21M	0.87%	32
2013 Q4	$2.44M	Sell	25,875 -17	-0.1%	-$1.6K	0.94%	31
2013 Q3	$2.33M	Sell	25,892 -80	-0.3%	-$7.2K	0.96%	30
2013 Q2	$2.09M	Buy	+25,972	New	+$2.09M	0.9%	31