A detailed history of Congress Wealth Management LLC transactions in Toronto Dominion Bank stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,646 shares of TD stock, worth $260,826. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,646
Previous 4,552 2.07%
Holding current value
$260,826
Previous $250,000 17.2%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$54.54 - $64.56 $5,126 - $6,068
94 Added 2.07%
4,646 $293,000
Q2 2024

Aug 13, 2024

SELL
$53.85 - $60.24 $26,925 - $30,120
-500 Reduced 9.9%
4,552 $250,000
Q1 2024

Apr 18, 2024

SELL
$57.91 - $65.05 $144,022 - $161,779
-2,487 Reduced 32.99%
5,052 $305,000
Q4 2023

Feb 09, 2024

BUY
$54.9 - $64.8 $49,574 - $58,514
903 Added 13.61%
7,539 $487,000
Q3 2023

Oct 30, 2023

BUY
$59.03 - $65.94 $6,788 - $7,583
115 Added 1.76%
6,636 $399,000
Q2 2023

Jul 13, 2023

SELL
$56.6 - $62.25 $1,811 - $1,992
-32 Reduced 0.49%
6,521 $404,000
Q1 2023

Apr 14, 2023

SELL
$56.36 - $70.13 $2,592 - $3,225
-46 Reduced 0.7%
6,553 $392,000
Q4 2022

Feb 02, 2023

SELL
$58.59 - $68.58 $29,295 - $34,290
-500 Reduced 7.04%
6,599 $427,000
Q3 2022

Nov 08, 2022

SELL
$59.68 - $68.93 $23,872 - $27,572
-400 Reduced 5.33%
7,099 $436,000
Q2 2022

Aug 11, 2022

BUY
$64.69 - $80.48 $8,474 - $10,542
131 Added 1.78%
7,499 $492,000
Q1 2022

May 16, 2022

BUY
$74.69 - $85.0 $168,052 - $191,250
2,250 Added 43.96%
7,368 $585,000
Q4 2021

Feb 04, 2022

BUY
$67.6 - $76.68 $345,976 - $392,448
5,118 New
5,118 $393,000

Others Institutions Holding TD

About TORONTO DOMINION BANK


  • Ticker TD
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 1,813,100,032
  • Market Cap $102B
  • Description
  • The Toronto-Dominion Bank, together with its subsidiaries, provides various financial products and services in Canada, the United States, and internationally. It operates through three segments: Canadian Retail, U.S. Retail, and Wholesale Banking. The company offers personal deposits, such as chequing, savings, and investment products; financing...
More about TD
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