Beacon Pointe Advisors’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 | $1.23M | Buy |
17,080
+12,802
| +299% | +$922K | 0.01% | 603 |
|
2025
Q1 | $234K | Buy |
4,278
+939
| +28% | +$51.4K | ﹤0.01% | 1088 |
|
2024
Q4 | $392K | Sell |
3,339
-419
| -11% | -$49.2K | ﹤0.01% | 897 |
|
2024
Q3 | $412K | Sell |
3,758
-76
| -2% | -$8.33K | ﹤0.01% | 905 |
|
2024
Q2 | $374K | Buy |
3,834
+4
| +0.1% | +$391 | ﹤0.01% | 964 |
|
2024
Q1 | $335K | Sell |
3,830
-138
| -3% | -$12.1K | ﹤0.01% | 1062 |
|
2023
Q4 | $286K | Sell |
3,968
-1,048
| -21% | -$75.4K | ﹤0.01% | 1084 |
|
2023
Q3 | $392K | Buy |
5,016
+1,327
| +36% | +$104K | ﹤0.01% | 957 |
|
2023
Q2 | $285K | Sell |
3,689
-661
| -15% | -$51K | ﹤0.01% | 891 |
|
2023
Q1 | $265K | Buy |
+4,350
| New | +$265K | ﹤0.01% | 977 |
|
2022
Q4 | – | Sell |
-3,917
| Closed | -$236K | – | 1106 |
|
2022
Q3 | $236K | Buy |
+3,917
| New | +$236K | 0.01% | 873 |
|
2022
Q2 | – | Sell |
-4,256
| Closed | -$295K | – | 1211 |
|
2022
Q1 | $295K | Buy |
4,256
+1,621
| +62% | +$112K | ﹤0.01% | 985 |
|
2021
Q4 | $241K | Sell |
2,635
-1,332
| -34% | -$122K | 0.01% | 814 |
|
2021
Q3 | $279K | Sell |
3,967
-163
| -4% | -$11.5K | 0.01% | 733 |
|
2021
Q2 | $319K | Buy |
+4,130
| New | +$319K | 0.01% | 644 |
|