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Congress Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Congress Wealth Management’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$493K Buy
6,706
+854
+15% +$55.7K ﹤0.01% 931
2025
Q1 		$351K Sell
5,852
-1,360
-19% -$79.2K ﹤0.01% 908
2024
Q4 		$384K Buy
7,212
+2,566
+55% +$144K 0.01% 710
2024
Q3 		$294K Buy
4,646
+94
+2% +$5.56K ﹤0.01% 736
2024
Q2 		$250K Sell
4,552
-500
-10% -$28.3K ﹤0.01% 653
2024
Q1 		$305K Sell
5,052
-2,487
-33% -$150K 0.01% 505
2023
Q4 		$487K Buy
7,539
+903
+14% +$54.1K 0.01% 469
2023
Q3 		$400K Buy
6,636
+115
+2% +$7.17K 0.01% 488
2023
Q2 		$404K Sell
6,521
-32
-0.5% -$1.93K 0.01% 445
2023
Q1 		$393K Sell
6,553
-46
-0.7% -$2.97K 0.01% 447
2022
Q4 		$427K Sell
6,599
-500
-7% -$32.3K 0.01% 425
2022
Q3 		$436K Sell
7,099
-400
-5% -$25.9K 0.01% 425
2022
Q2 		$492K Buy
7,499
+131
+2% +$9.51K 0.01% 410
2022
Q1 		$585K Buy
7,368
+2,250
+44% +$181K 0.01% 424
2021
Q4 		$393K Buy
+5,118
New +$373K 0.01% 495

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