Bleakley Financial Group’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$917K	Buy	40,402 +22,847	+130%	+$660K	0.01%	536
2025 Q4	$666K	Sell	17,555 -6,323	-26%	-$280K	0.01%	545
2025 Q3	$1.17M	Sell	23,878 -2,857	-11%	-$181K	0.03%	381
2025 Q2	$1.92M	Buy	26,735 +1,840	+7%	+$117K	0.05%	274
2025 Q1	$1.36M	Sell	24,895 -1,063	-4%	-$96.2K	0.04%	294
2024 Q4	$3.05M	Sell	25,958 -3,975	-13%	-$492K	0.09%	185
2024 Q3	$3.28M	Buy	29,933 +445	+2%	+$44.4K	0.1%	175
2024 Q2	$2.88M	Sell	29,488 -4,587	-13%	-$414K	0.08%	219
2024 Q1	$2.98M	Buy	34,075 +22,261	+188%	+$1.69M	0.09%	221
2023 Q4	$850K	Sell	11,814 -319	-3%	-$23.4K	0.03%	435
2023 Q3	$948K	Sell	12,133 -2,563	-17%	-$207K	0.03%	389
2023 Q2	$1.13M	Sell	14,696 -613	-4%	-$41.5K	0.04%	378
2023 Q1	$932K	Buy	15,309 +71	+0.5%	+$3.78K	0.03%	400
2022 Q4	$683K	Buy	+15,238	New	+$773K	0.02%	462