Wellington Management Group’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 | $12.6M | Sell |
172,187
-22,654
| -12% | -$1.66M | ﹤0.01% | 1135 |
|
2025
Q1 | $11.7M | Sell |
194,841
-12,670
| -6% | -$759K | ﹤0.01% | 1159 |
|
2024
Q4 | $11M | Sell |
207,511
-73,916
| -26% | -$3.93M | ﹤0.01% | 1168 |
|
2024
Q3 | $17.8M | Sell |
281,427
-105,999
| -27% | -$6.71M | ﹤0.01% | 991 |
|
2024
Q2 | $21.3M | Buy |
387,426
+90,314
| +30% | +$4.96M | ﹤0.01% | 938 |
|
2024
Q1 | $17.9M | Buy |
297,112
+108,369
| +57% | +$6.55M | ﹤0.01% | 973 |
|
2023
Q4 | $12.3M | Buy |
188,743
+8,159
| +5% | +$530K | ﹤0.01% | 1058 |
|
2023
Q3 | $10.9M | Sell |
180,584
-21,968
| -11% | -$1.33M | ﹤0.01% | 1085 |
|
2023
Q2 | $12.6M | Sell |
202,552
-12,371
| -6% | -$768K | ﹤0.01% | 1049 |
|
2023
Q1 | $12.9M | Buy |
214,923
+7,658
| +4% | +$458K | ﹤0.01% | 1040 |
|
2022
Q4 | $13.4M | Buy |
207,265
+16,714
| +9% | +$1.08M | ﹤0.01% | 1014 |
|
2022
Q3 | $11.7M | Buy |
190,551
+11,987
| +7% | +$739K | ﹤0.01% | 1059 |
|
2022
Q2 | $11.7M | Buy |
178,564
+18,587
| +12% | +$1.22M | ﹤0.01% | 1086 |
|
2022
Q1 | $12.7M | Sell |
159,977
-3,598
| -2% | -$286K | ﹤0.01% | 1138 |
|
2021
Q4 | $12.6M | Buy |
163,575
+20,620
| +14% | +$1.58M | ﹤0.01% | 1193 |
|
2021
Q3 | $9.46M | Buy |
142,955
+26,641
| +23% | +$1.76M | ﹤0.01% | 1308 |
|
2021
Q2 | $8.16M | Buy |
116,314
+46,612
| +67% | +$3.27M | ﹤0.01% | 1346 |
|
2021
Q1 | $4.55M | Buy |
69,702
+8,653
| +14% | +$564K | ﹤0.01% | 1450 |
|
2020
Q4 | $3.45M | Sell |
61,049
-10,699
| -15% | -$604K | ﹤0.01% | 1383 |
|
2020
Q3 | $3.31M | Sell |
71,748
-354
| -0.5% | -$16.3K | ﹤0.01% | 1337 |
|
2020
Q2 | $3.21M | Sell |
72,102
-5,216
| -7% | -$232K | ﹤0.01% | 1288 |
|
2020
Q1 | $3.25M | Sell |
77,318
-5,909
| -7% | -$248K | ﹤0.01% | 1283 |
|
2019
Q4 | $4.67M | Sell |
83,227
-10,454
| -11% | -$587K | ﹤0.01% | 1348 |
|
2019
Q3 | $5.47M | Sell |
93,681
-2,276
| -2% | -$133K | ﹤0.01% | 1324 |
|
2019
Q2 | $5.62M | Buy |
95,957
+5,296
| +6% | +$310K | ﹤0.01% | 1347 |
|
2019
Q1 | $4.92M | Buy |
90,661
+71,226
| +366% | +$3.87M | ﹤0.01% | 1384 |
|
2018
Q4 | $966K | Sell |
19,435
-60,583
| -76% | -$3.01M | ﹤0.01% | 1802 |
|
2018
Q3 | $4.86M | Sell |
80,018
-305
| -0.4% | -$18.5K | ﹤0.01% | 1482 |
|
2018
Q2 | $4.65M | Sell |
80,323
-58,131
| -42% | -$3.36M | ﹤0.01% | 1513 |
|
2018
Q1 | $7.86M | Sell |
138,454
-5,871
| -4% | -$333K | ﹤0.01% | 1342 |
|
2017
Q4 | $8.48M | Buy |
144,325
+45,260
| +46% | +$2.66M | ﹤0.01% | 1316 |
|
2017
Q3 | $5.56M | Buy |
99,065
+1,308
| +1% | +$73.5K | ﹤0.01% | 1439 |
|
2017
Q2 | $4.92M | Buy |
97,757
+10,861
| +12% | +$547K | ﹤0.01% | 1431 |
|
2017
Q1 | $4.34M | Buy |
86,896
+80,094
| +1,178% | +$4M | ﹤0.01% | 1491 |
|
2016
Q4 | $336K | Buy |
6,802
+200
| +3% | +$9.88K | ﹤0.01% | 2060 |
|
2016
Q3 | $293K | Buy |
+6,602
| New | +$293K | ﹤0.01% | 2074 |
|
2015
Q4 | – | Sell |
-14,578
| Closed | -$572K | – | 2220 |
|
2015
Q3 | $572K | Buy |
14,578
+4,050
| +38% | +$159K | ﹤0.01% | 1934 |
|
2015
Q2 | $447K | Hold |
10,528
| – | – | ﹤0.01% | 1975 |
|
2015
Q1 | $451K | Sell |
10,528
-3,005
| -22% | -$129K | ﹤0.01% | 2003 |
|
2014
Q4 | $648K | Buy |
13,533
+64
| +0.5% | +$3.07K | ﹤0.01% | 1951 |
|
2014
Q3 | $666K | Buy |
13,469
+29
| +0.2% | +$1.43K | ﹤0.01% | 1920 |
|
2014
Q2 | $692K | Sell |
13,440
-4,402
| -25% | -$227K | ﹤0.01% | 1907 |
|
2014
Q1 | $837K | Buy |
17,842
+646
| +4% | +$30.3K | ﹤0.01% | 1867 |
|
2013
Q4 | $810K | Hold |
17,196
| – | – | ﹤0.01% | 1879 |
|
2013
Q3 | $776K | Sell |
17,196
-418
| -2% | -$18.9K | ﹤0.01% | 1860 |
|
2013
Q2 | $705K | Buy |
+17,614
| New | +$705K | ﹤0.01% | 1848 |
|