Baldwin Wealth Partners’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 |
-5,784
| Closed | -$317K | – | 235 |
|
|
2025
Q1 | $317K | Hold |
5,784
| – | – | 0.02% | 175 |
|
|
2024
Q4 | $680K | Hold |
5,784
| – | – | 0.05% | 124 |
|
|
2024
Q3 | $634K | Buy |
5,784
+694
| +14% | +$76.1K | 0.04% | 166 |
|
|
2024
Q2 | $497K | Hold |
5,090
| – | – | 0.04% | 144 |
|
|
2024
Q1 | $445K | Hold |
5,090
| – | – | 0.03% | 161 |
|
|
2023
Q4 | $366K | Hold |
5,090
| – | – | 0.03% | 169 |
|
|
2023
Q3 | $398K | Hold |
5,090
| – | – | 0.03% | 170 |
|
|
2023
Q2 | $393K | Hold |
5,090
| – | – | 0.03% | 184 |
|
|
2023
Q1 | $310K | Hold |
5,090
| – | – | 0.03% | 203 |
|
|
2022
Q4 | $228K | Hold |
5,090
| – | – | 0.02% | 220 |
|
|
2022
Q3 | $304K | Hold |
5,090
| – | – | 0.04% | 140 |
|
|
2022
Q2 | $213K | Hold |
5,090
| – | – | 0.03% | 172 |
|
|
2022
Q1 | $352K | Buy |
5,090
+90
| +2% | +$6.22K | 0.04% | 150 |
|
|
2021
Q4 | $458K | Hold |
5,000
| – | – | 0.05% | 137 |
|
|
2021
Q3 | $352K | Sell |
5,000
-1,140
| -19% | -$80.3K | 0.04% | 150 |
|
|
2021
Q2 | $475K | Hold |
6,140
| – | – | 0.05% | 123 |
|
|
2021
Q1 | $400K | Buy |
6,140
+1,140
| +23% | +$74.3K | 0.05% | 125 |
|
|
2020
Q4 | $401K | Hold |
5,000
| – | – | 0.05% | 121 |
|
|
2020
Q3 | $259K | Hold |
5,000
| – | – | 0.04% | 143 |
|
|
2020
Q2 | $203K | Buy |
5,000
+1,000
| +25% | +$40.6K | 0.03% | 153 |
|
|
2020
Q1 | $77K | Hold |
4,000
| – | – | 0.01% | 229 |
|
|
2019
Q4 | $104K | Hold |
4,000
| – | – | 0.01% | 237 |
|
|
2019
Q3 | $75K | Hold |
4,000
| – | – | 0.01% | 261 |
|
|
2019
Q2 | $91K | Buy |
+4,000
| New | +$91K | 0.01% | 251 |
|