YHB Investment Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $233K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $381K | Hold |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $390K | Hold |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $374K | Buy |
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|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $355K | Hold |
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|
2022
Q2 | $380K | Hold |
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|
2022
Q1 | $460K | Hold |
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|
2021
Q4 | $444K | Hold |
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|
2021
Q3 | $383K | Hold |
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|
2021
Q2 | $406K | Hold |
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|
2021
Q1 | $384K | Hold |
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|
2020
Q4 | $327K | Sell |
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|
2020
Q3 | $272K | Sell |
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|
2020
Q2 | $978K | Sell |
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|
2020
Q1 | $930K | Sell |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.15M | Hold |
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|
2018
Q3 | $1.4M | Hold |
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|
2018
Q2 | $1.33M | Hold |
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|
2018
Q1 | $1.31M | Hold |
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|
2017
Q4 | $1.35M | Sell |
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|
2017
Q3 | $1.3M | Sell |
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|
2017
Q2 | $1.19M | Buy |
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|
2017
Q1 | $987K | Hold |
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|
2016
Q4 | $1.03M | Hold |
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|
2016
Q3 | $931K | Sell |
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|
2016
Q2 | $910K | Hold |
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|
2016
Q1 | $914K | Sell |
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|
2015
Q4 | $845K | Sell |
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|
2015
Q3 | $862K | Sell |
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|
2015
Q2 | $936K | Hold |
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|
2015
Q1 | $943K | Sell |
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|
2014
Q4 | $1.06M | Hold |
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|
2014
Q3 | $1.1M | Sell |
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|
2014
Q2 | $1.15M | Sell |
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|
2014
Q1 | $1.07M | Sell |
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|
2013
Q4 | $1.09M | Sell |
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|
2013
Q3 | $1.05M | Sell |
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|
2013
Q2 | $983K | Buy |
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