Aries Wealth Management’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
$338K Hold
4,700
0.09% 170
2025
Q1
$257K Buy
4,700
+700
+18% +$38.3K 0.07% 197
2024
Q4
$470K Hold
4,000
0.13% 142
2024
Q3
$439K Hold
4,000
0.12% 149
2024
Q2
$391K Hold
4,000
0.12% 138
2024
Q1
$350K Hold
4,000
0.11% 149
2023
Q4
$288K Sell
4,000
-60
-1% -$4.32K 0.1% 160
2023
Q3
$328K Buy
4,060
+60
+2% +$4.85K 0.13% 143
2023
Q2
$309K Hold
4,000
0.12% 148
2023
Q1
$244K Buy
+4,000
New +$244K 0.1% 168
2022
Q4
Sell
-4,000
Closed -$213K 194
2022
Q3
$213K Buy
+4,000
New +$213K 0.09% 170
2022
Q1
Sell
-4,000
Closed -$367K 209
2021
Q4
$367K Hold
4,000
0.14% 131
2021
Q3
$281K Hold
4,000
0.12% 145
2021
Q2
$309K Hold
4,000
0.13% 133
2021
Q1
$286K Hold
4,000
0.13% 139
2020
Q4
$318K Hold
4,000
0.16% 116
2020
Q3
$208K Buy
+4,000
New +$208K 0.12% 139