Alta Wealth Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,776
| Closed | -$590K | – | 148 |
|
|
2025
Q1 | $590K | Sell |
10,776
-1,513
| -12% | -$82.8K | 0.27% | 67 |
|
|
2024
Q4 | $1.44M | Buy |
12,289
+15
| +0.1% | +$1.76K | 0.63% | 35 |
|
|
2024
Q3 | $1.35M | Sell |
12,274
-53
| -0.4% | -$5.81K | 0.62% | 40 |
|
|
2024
Q2 | $1.2M | Sell |
12,327
-335
| -3% | -$32.7K | 0.6% | 43 |
|
|
2024
Q1 | $1.11M | Sell |
12,662
-705
| -5% | -$61.6K | 0.56% | 45 |
|
|
2023
Q4 | $962K | Sell |
13,367
-3,073
| -19% | -$221K | 0.54% | 49 |
|
|
2023
Q3 | $1.28M | Sell |
16,440
-1,559
| -9% | -$122K | 0.79% | 34 |
|
|
2023
Q2 | $1.39M | Sell |
17,999
-425
| -2% | -$32.8K | 0.82% | 31 |
|
|
2023
Q1 | $1.12M | Sell |
18,424
-170
| -0.9% | -$10.4K | 0.71% | 38 |
|
|
2022
Q4 | $834K | Sell |
18,594
-385
| -2% | -$17.3K | 0.56% | 54 |
|
|
2022
Q3 | $1.13M | Buy |
18,979
+46
| +0.2% | +$2.75K | 0.81% | 29 |
|
|
2022
Q2 | $793K | Sell |
18,933
-1,091
| -5% | -$45.7K | 0.55% | 53 |
|
|
2022
Q1 | $1.39M | Sell |
20,024
-1,960
| -9% | -$136K | 0.82% | 32 |
|
|
2021
Q4 | $2.02M | Buy |
21,984
+5
| +0% | +$458 | 1.24% | 20 |
|
|
2021
Q3 | $1.55M | Buy |
21,979
+10,147
| +86% | +$713K | 1.12% | 23 |
|
|
2021
Q2 | $915K | Sell |
11,832
-158
| -1% | -$12.2K | 0.67% | 49 |
|
|
2021
Q1 | $781K | Sell |
11,990
-17,500
| -59% | -$1.14M | 0.65% | 55 |
|
|
2020
Q4 | $2.36M | Buy |
+29,490
| New | +$2.36M | 1.99% | 11 |
|