Welch & Forbes’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 | $3.45M | Sell |
47,010
-9,916
| -17% | -$728K | 0.04% | 145 |
|
|
2025
Q1 | $3.41M | Sell |
56,926
-10,048
| -15% | -$602K | 0.04% | 144 |
|
|
2024
Q4 | $3.57M | Sell |
66,974
-26,498
| -28% | -$1.41M | 0.05% | 145 |
|
|
2024
Q3 | $5.91M | Sell |
93,472
-12,273
| -12% | -$776K | 0.08% | 123 |
|
|
2024
Q2 | $5.91M | Sell |
105,745
-109,106
| -51% | -$6.1M | 0.08% | 119 |
|
|
2024
Q1 | $13M | Sell |
214,851
-87,573
| -29% | -$5.29M | 0.18% | 92 |
|
|
2023
Q4 | $19.5M | Sell |
302,424
-35,666
| -11% | -$2.3M | 0.3% | 78 |
|
|
2023
Q3 | $20.4M | Sell |
338,090
-3,121
| -0.9% | -$188K | 0.34% | 72 |
|
|
2023
Q2 | $21.2M | Sell |
341,211
-12,093
| -3% | -$750K | 0.33% | 74 |
|
|
2023
Q1 | $21.2M | Sell |
353,304
-2,689
| -0.8% | -$161K | 0.36% | 75 |
|
|
2022
Q4 | $23.1M | Sell |
355,993
-2,350
| -0.7% | -$152K | 0.41% | 62 |
|
|
2022
Q3 | $22M | Sell |
358,343
-2,919
| -0.8% | -$179K | 0.43% | 62 |
|
|
2022
Q2 | $23.7M | Sell |
361,262
-1,104
| -0.3% | -$72.4K | 0.43% | 63 |
|
|
2022
Q1 | $28.8M | Sell |
362,366
-963
| -0.3% | -$76.5K | 0.45% | 61 |
|
|
2021
Q4 | $27.9M | Buy |
363,329
+3,026
| +0.8% | +$232K | 0.42% | 65 |
|
|
2021
Q3 | $23.8M | Sell |
360,303
-3,068
| -0.8% | -$203K | 0.4% | 68 |
|
|
2021
Q2 | $25.5M | Sell |
363,371
-507
| -0.1% | -$35.5K | 0.43% | 62 |
|
|
2021
Q1 | $23.7M | Buy |
363,878
+1,862
| +0.5% | +$121K | 0.44% | 60 |
|
|
2020
Q4 | $20.4M | Sell |
362,016
-4,209
| -1% | -$237K | 0.4% | 70 |
|
|
2020
Q3 | $16.9M | Buy |
366,225
+23,221
| +7% | +$1.07M | 0.37% | 72 |
|
|
2020
Q2 | $15.3M | Sell |
343,004
-14,561
| -4% | -$650K | 0.36% | 72 |
|
|
2020
Q1 | $15.2M | Sell |
357,565
-1,918
| -0.5% | -$81.3K | 0.42% | 68 |
|
|
2019
Q4 | $20.2M | Sell |
359,483
-5,899
| -2% | -$331K | 0.45% | 65 |
|
|
2019
Q3 | $21.3M | Buy |
365,382
+1,201
| +0.3% | +$70K | 0.51% | 57 |
|
|
2019
Q2 | $21.3M | Buy |
364,181
+4,482
| +1% | +$262K | 0.52% | 56 |
|
|
2019
Q1 | $19.5M | Sell |
359,699
-12,929
| -3% | -$702K | 0.49% | 59 |
|
|
2018
Q4 | $18.5M | Sell |
372,628
-1,217
| -0.3% | -$60.5K | 0.52% | 58 |
|
|
2018
Q3 | $22.7M | Sell |
373,845
-6,416
| -2% | -$390K | 0.54% | 59 |
|
|
2018
Q2 | $22M | Sell |
380,261
-2,130
| -0.6% | -$123K | 0.57% | 56 |
|
|
2018
Q1 | $21.7M | Sell |
382,391
-914
| -0.2% | -$52K | 0.56% | 60 |
|
|
2017
Q4 | $22.5M | Buy |
383,305
+7,574
| +2% | +$444K | 0.6% | 57 |
|
|
2017
Q3 | $21.1M | Sell |
375,731
-1,227
| -0.3% | -$69K | 0.56% | 65 |
|
|
2017
Q2 | $19M | Buy |
376,958
+8,225
| +2% | +$414K | 0.53% | 71 |
|
|
2017
Q1 | $18.5M | Sell |
368,733
-5,972
| -2% | -$299K | 0.53% | 71 |
|
|
2016
Q4 | $18.5M | Buy |
374,705
+510
| +0.1% | +$25.2K | 0.55% | 63 |
|
|
2016
Q3 | $16.6M | Sell |
374,195
-10,613
| -3% | -$471K | 0.57% | 60 |
|
|
2016
Q2 | $16.5M | Buy |
384,808
+89
| +0% | +$3.82K | 0.5% | 69 |
|
|
2016
Q1 | $16.6M | Sell |
384,719
-12,383
| -3% | -$534K | 0.52% | 65 |
|
|
2015
Q4 | $15.6M | Sell |
397,102
-13,238
| -3% | -$519K | 0.5% | 67 |
|
|
2015
Q3 | $16.2M | Sell |
410,340
-4,783
| -1% | -$189K | 0.54% | 63 |
|
|
2015
Q2 | $17.6M | Sell |
415,123
-22,097
| -5% | -$939K | 0.55% | 61 |
|
|
2015
Q1 | $18.7M | Sell |
437,220
-72,703
| -14% | -$3.12M | 0.56% | 62 |
|
|
2014
Q4 | $24.4M | Sell |
509,923
-3,295
| -0.6% | -$157K | 0.72% | 44 |
|
|
2014
Q3 | $25.3M | Buy |
513,218
+5,602
| +1% | +$277K | 0.77% | 44 |
|
|
2014
Q2 | $26.1M | Buy |
507,616
+18,401
| +4% | +$946K | 0.82% | 44 |
|
|
2014
Q1 | $23M | Sell |
489,215
-29,653
| -6% | -$1.39M | 0.73% | 46 |
|
|
2013
Q4 | $24.4M | Sell |
518,868
-117,296
| -18% | -$5.53M | 0.77% | 43 |
|
|
2013
Q3 | $28.6M | Sell |
636,164
-1,656
| -0.3% | -$74.5K | 0.96% | 39 |
|
|
2013
Q2 | $25.6M | Buy |
+637,820
| New | +$25.6M | 0.92% | 40 |
|