Baron 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
Q1 | – | Sell |
-2,548
| Closed | -$299K | – | 235 |
|
2024
Q4 | $299K | Sell |
2,548
-529
| -17% | -$62.2K | 0.14% | 127 |
|
2024
Q3 | $337K | Sell |
3,077
-352
| -10% | -$38.6K | 0.16% | 105 |
|
2024
Q2 | $335K | Sell |
3,429
-20
| -0.6% | -$1.95K | 0.17% | 93 |
|
2024
Q1 | $302K | Hold |
3,449
| – | – | 0.16% | 120 |
|
2023
Q4 | $248K | Hold |
3,449
| – | – | 0.14% | 138 |
|
2023
Q3 | $270K | Buy |
+3,449
| New | +$270K | 0.17% | 106 |
|