Congress Wealth Management’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
Q2 | $493K | Buy |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $294K | Buy |
|
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $305K | Sell |
|
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|
2023
Q4 | $487K | Buy |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $492K | Buy |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $393K | Buy |
|