Beacon Investment Advisory Services’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 | $14.5M | Sell |
201,129
-7,745
| -4% | -$558K | 0.64% | 50 |
|
|
2025
Q1 | $11.4M | Sell |
208,874
-881
| -0.4% | -$48.2K | 0.53% | 56 |
|
|
2024
Q4 | $24.7M | Buy |
209,755
+5,468
| +3% | +$643K | 1.07% | 34 |
|
|
2024
Q3 | $22.4M | Buy |
204,287
+2,080
| +1% | +$228K | 0.93% | 40 |
|
|
2024
Q2 | $19.7M | Buy |
202,207
+5,825
| +3% | +$569K | 0.85% | 42 |
|
|
2024
Q1 | $17.2M | Sell |
196,382
-3,370
| -2% | -$295K | 0.74% | 44 |
|
|
2023
Q4 | $14.4M | Buy |
199,752
+775
| +0.4% | +$55.8K | 0.65% | 49 |
|
|
2023
Q3 | $15.6M | Buy |
198,977
+4,049
| +2% | +$316K | 0.77% | 42 |
|
|
2023
Q2 | $15.1M | Buy |
194,928
+90
| +0% | +$6.95K | 0.69% | 44 |
|
|
2023
Q1 | $11.9M | Sell |
194,838
-4,149
| -2% | -$253K | 0.58% | 49 |
|
|
2022
Q4 | $8.92M | Sell |
198,987
-4,909
| -2% | -$220K | 0.46% | 56 |
|
|
2022
Q3 | $12.2M | Sell |
203,896
-1,159
| -0.6% | -$69.3K | 0.67% | 47 |
|
|
2022
Q2 | $8.59M | Buy |
205,055
+2,205
| +1% | +$92.4K | 0.45% | 64 |
|
|
2022
Q1 | $14M | Buy |
202,850
+2,732
| +1% | +$189K | 0.6% | 53 |
|
|
2021
Q4 | $18.3M | Buy |
200,118
+8,387
| +4% | +$769K | 0.71% | 41 |
|
|
2021
Q3 | $13.5M | Buy |
191,731
+3,175
| +2% | +$223K | 0.56% | 50 |
|
|
2021
Q2 | $14.6M | Buy |
188,556
+4,946
| +3% | +$383K | 0.59% | 54 |
|
|
2021
Q1 | $12M | Buy |
183,610
+11,450
| +7% | +$746K | 0.52% | 56 |
|
|
2020
Q4 | $13.8M | Buy |
172,160
+5,490
| +3% | +$440K | 0.64% | 49 |
|
|
2020
Q3 | $8.65M | Buy |
166,670
+64,890
| +64% | +$3.37M | 0.45% | 60 |
|
|
2020
Q2 | $4.14M | Buy |
101,780
+2,920
| +3% | +$119K | 0.24% | 79 |
|
|
2020
Q1 | $1.91M | Buy |
98,860
+2,590
| +3% | +$50K | 0.13% | 112 |
|
|
2019
Q4 | $2.5M | Buy |
96,270
+3,990
| +4% | +$104K | 0.13% | 121 |
|
|
2019
Q3 | $1.73M | Buy |
92,280
+6,740
| +8% | +$126K | 0.17% | 96 |
|
|
2019
Q2 | $1.95M | Buy |
85,540
+32,040
| +60% | +$730K | 0.21% | 90 |
|
|
2019
Q1 | $1.06M | Buy |
+53,500
| New | +$1.06M | 0.11% | 110 |
|