Congress Wealth Management’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 | $493K | Buy |
6,706
+854
| +15% | +$62.7K | ﹤0.01% | 931 |
|
|
2025
Q1 | $351K | Sell |
5,852
-1,360
| -19% | -$81.5K | ﹤0.01% | 908 |
|
|
2024
Q4 | $384K | Buy |
7,212
+2,566
| +55% | +$137K | 0.01% | 710 |
|
|
2024
Q3 | $294K | Buy |
4,646
+94
| +2% | +$5.95K | ﹤0.01% | 736 |
|
|
2024
Q2 | $250K | Sell |
4,552
-500
| -10% | -$27.5K | ﹤0.01% | 653 |
|
|
2024
Q1 | $305K | Sell |
5,052
-2,487
| -33% | -$150K | 0.01% | 505 |
|
|
2023
Q4 | $487K | Buy |
7,539
+903
| +14% | +$58.4K | 0.01% | 469 |
|
|
2023
Q3 | $400K | Buy |
6,636
+115
| +2% | +$6.93K | 0.01% | 488 |
|
|
2023
Q2 | $404K | Sell |
6,521
-32
| -0.5% | -$1.98K | 0.01% | 445 |
|
|
2023
Q1 | $393K | Sell |
6,553
-46
| -0.7% | -$2.76K | 0.01% | 447 |
|
|
2022
Q4 | $427K | Sell |
6,599
-500
| -7% | -$32.4K | 0.01% | 425 |
|
|
2022
Q3 | $436K | Sell |
7,099
-400
| -5% | -$24.6K | 0.01% | 425 |
|
|
2022
Q2 | $492K | Buy |
7,499
+131
| +2% | +$8.6K | 0.01% | 410 |
|
|
2022
Q1 | $585K | Buy |
7,368
+2,250
| +44% | +$179K | 0.01% | 424 |
|
|
2021
Q4 | $393K | Buy |
+5,118
| New | +$393K | 0.01% | 492 |
|