Axxcess Wealth Management’s Trade Desk TTD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
2,862
-794
-22% -$57.2K ﹤0.01% 839
2025
Q1
$200K Buy
3,656
+96
+3% +$5.25K 0.01% 813
2024
Q4
$418K Sell
3,560
-1,574
-31% -$185K 0.01% 588
2024
Q3
$563K Sell
5,134
-491
-9% -$53.8K 0.01% 522
2024
Q2
$549K Buy
5,625
+584
+12% +$57K 0.01% 505
2024
Q1
$441K Buy
5,041
+15
+0.3% +$1.31K 0.01% 564
2023
Q4
$362K Buy
+5,026
New +$362K 0.01% 590