Blue Bell Private Wealth Management’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-36	Closed	-$2.59K	–	767
2025 Q2	$2.59K	Buy	36 +8	+29%	+$511	﹤0.01%	618
2025 Q1	$1.53K	Hold	28	–	–	﹤0.01%	641
2024 Q4	$3.29K	Hold	28	–	–	﹤0.01%	573
2024 Q3	$3.07K	Hold	28	–	–	﹤0.01%	592
2024 Q2	$2.73K	Hold	28	–	–	﹤0.01%	610
2024 Q1	$2.45K	Hold	28	–	–	﹤0.01%	623
2023 Q4	$2.02K	Hold	28	–	–	﹤0.01%	625
2023 Q3	$2.19K	Hold	28	–	–	﹤0.01%	564
2023 Q2	$2.16K	Hold	28	–	–	﹤0.01%	576
2023 Q1	$1.71K	Hold	28	–	–	﹤0.01%	567
2022 Q4	$1.25K	Hold	28	–	–	﹤0.01%	612
2022 Q3	$2K	Sell	28 -60	-68%	-$3.41K	﹤0.01%	619
2022 Q2	$4K	Sell	88 -2	-2%	-$110	﹤0.01%	569
2022 Q1	$6K	Buy	90 +30	+50%	+$2.17K	﹤0.01%	534
2021 Q4	$5K	Buy	+60	New	+$5.25K	﹤0.01%	550