Whittier 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 | $279K | Sell |
3,795
-550
| -13% | -$40.4K | ﹤0.01% | 594 |
|
|
2025
Q1 | $260K | Hold |
4,345
| – | – | ﹤0.01% | 602 |
|
|
2024
Q4 | $231K | Hold |
4,345
| – | – | ﹤0.01% | 634 |
|
|
2024
Q3 | $275K | Hold |
4,345
| – | – | ﹤0.01% | 615 |
|
|
2024
Q2 | $239K | Sell |
4,345
-1,200
| -22% | -$65.9K | ﹤0.01% | 621 |
|
|
2024
Q1 | $335K | Sell |
5,545
-490
| -8% | -$29.6K | ﹤0.01% | 557 |
|
|
2023
Q4 | $390K | Hold |
6,035
| – | – | 0.01% | 526 |
|
|
2023
Q3 | $364K | Sell |
6,035
-110
| -2% | -$6.63K | 0.01% | 527 |
|
|
2023
Q2 | $381K | Sell |
6,145
-2,759
| -31% | -$171K | 0.01% | 511 |
|
|
2023
Q1 | $533K | Sell |
8,904
-652
| -7% | -$39.1K | 0.01% | 452 |
|
|
2022
Q4 | $619K | Sell |
9,556
-198
| -2% | -$12.8K | 0.01% | 429 |
|
|
2022
Q3 | $598K | Buy |
9,754
+3,250
| +50% | +$199K | 0.01% | 423 |
|
|
2022
Q2 | $427K | Buy |
6,504
+45
| +0.7% | +$2.95K | 0.01% | 484 |
|
|
2022
Q1 | $513K | Buy |
6,459
+3
| +0% | +$238 | 0.01% | 487 |
|
|
2021
Q4 | $495K | Buy |
6,456
+1,202
| +23% | +$92.2K | 0.01% | 484 |
|
|
2021
Q3 | $348K | Buy |
5,254
+344
| +7% | +$22.8K | 0.01% | 532 |
|
|
2021
Q2 | $344K | Hold |
4,910
| – | – | 0.01% | 538 |
|
|
2021
Q1 | $320K | Hold |
4,910
| – | – | 0.01% | 551 |
|
|
2020
Q4 | $277K | Sell |
4,910
-698
| -12% | -$39.4K | 0.01% | 535 |
|
|
2020
Q3 | $259K | Hold |
5,608
| – | – | 0.01% | 522 |
|
|
2020
Q2 | $250K | Sell |
5,608
-296
| -5% | -$13.2K | 0.01% | 501 |
|
|
2020
Q1 | $250K | Hold |
5,904
| – | – | 0.01% | 477 |
|
|
2019
Q4 | $331K | Sell |
5,904
-1,794
| -23% | -$101K | 0.01% | 461 |
|
|
2019
Q3 | $448K | Hold |
7,698
| – | – | 0.01% | 415 |
|
|
2019
Q2 | $449K | Sell |
7,698
-250
| -3% | -$14.6K | 0.01% | 409 |
|
|
2019
Q1 | $432K | Sell |
7,948
-757
| -9% | -$41.1K | 0.01% | 405 |
|
|
2018
Q4 | $433K | Sell |
8,705
-2,971
| -25% | -$148K | 0.01% | 386 |
|
|
2018
Q3 | $710K | Hold |
11,676
| – | – | 0.02% | 328 |
|
|
2018
Q2 | $676K | Sell |
11,676
-140
| -1% | -$8.11K | 0.02% | 332 |
|
|
2018
Q1 | $672K | Hold |
11,816
| – | – | 0.02% | 333 |
|
|
2017
Q4 | $692K | Hold |
11,816
| – | – | 0.02% | 322 |
|
|
2017
Q3 | $665K | Hold |
11,816
| – | – | 0.02% | 323 |
|
|
2017
Q2 | $595K | Sell |
11,816
-400
| -3% | -$20.1K | 0.02% | 325 |
|
|
2017
Q1 | $612K | Sell |
12,216
-1,191
| -9% | -$59.7K | 0.02% | 320 |
|
|
2016
Q4 | $661K | Sell |
13,407
-2,260
| -14% | -$111K | 0.03% | 303 |
|
|
2016
Q3 | $696K | Hold |
15,667
| – | – | 0.03% | 306 |
|
|
2016
Q2 | $673K | Sell |
15,667
-3,532
| -18% | -$152K | 0.03% | 302 |
|
|
2016
Q1 | $828K | Sell |
19,199
-2,477
| -11% | -$107K | 0.04% | 278 |
|
|
2015
Q4 | $849K | Sell |
21,676
-19,542
| -47% | -$765K | 0.04% | 286 |
|
|
2015
Q3 | $1.62M | Sell |
41,218
-5,062
| -11% | -$199K | 0.08% | 203 |
|
|
2015
Q2 | $1.97M | Sell |
46,280
-64,302
| -58% | -$2.73M | 0.09% | 192 |
|
|
2015
Q1 | $4.74M | Sell |
110,582
-2,592
| -2% | -$111K | 0.22% | 125 |
|
|
2014
Q4 | $5.41M | Sell |
113,174
-2,245
| -2% | -$107K | 0.26% | 109 |
|
|
2014
Q3 | $5.7M | Buy |
115,419
+6,921
| +6% | +$342K | 0.28% | 103 |
|
|
2014
Q2 | $5.58M | Sell |
108,498
-1,244
| -1% | -$63.9K | 0.28% | 104 |
|
|
2014
Q1 | $5.15M | Sell |
109,742
-80
| -0.1% | -$3.76K | 0.26% | 107 |
|
|
2013
Q4 | $5.18M | Sell |
109,822
-676
| -0.6% | -$31.9K | 0.27% | 104 |
|
|
2013
Q3 | $4.97M | Buy |
110,498
+1,288
| +1% | +$57.9K | 0.27% | 101 |
|
|
2013
Q2 | $4.39M | Buy |
+109,210
| New | +$4.39M | 0.25% | 106 |
|