Blue Zone Wealth 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 | $5.9M | Buy |
81,985
+2,816
| +4% | +$203K | 1.47% | 31 |
|
|
2025
Q1 | $4.33M | Buy |
79,169
+12,375
| +19% | +$677K | 1.2% | 41 |
|
|
2024
Q4 | $7.85M | Sell |
66,794
-752
| -1% | -$88.4K | 2.26% | 9 |
|
|
2024
Q3 | $7.41M | Buy |
67,546
+2,488
| +4% | +$273K | 2.3% | 9 |
|
|
2024
Q2 | $6.35M | Sell |
65,058
-266
| -0.4% | -$26K | 2.19% | 11 |
|
|
2024
Q1 | $5.71M | Buy |
65,324
+869
| +1% | +$76K | 1.96% | 16 |
|
|
2023
Q4 | $4.64M | Buy |
64,455
+1,142
| +2% | +$82.2K | 1.85% | 24 |
|
|
2023
Q3 | $4.95M | Buy |
63,313
+97
| +0.2% | +$7.58K | 2.17% | 16 |
|
|
2023
Q2 | $4.88M | Buy |
63,216
+334
| +0.5% | +$25.8K | 2.25% | 14 |
|
|
2023
Q1 | $3.83M | Buy |
62,882
+59
| +0.1% | +$3.59K | 2.05% | 16 |
|
|
2022
Q4 | $2.82M | Buy |
62,823
+480
| +0.8% | +$21.5K | 1.5% | 27 |
|
|
2022
Q3 | $3.73M | Sell |
62,343
-15,768
| -20% | -$942K | 1.93% | 15 |
|
|
2022
Q2 | $3.27M | Buy |
78,111
+6,954
| +10% | +$291K | 1.48% | 20 |
|
|
2022
Q1 | $4.93M | Sell |
71,157
-20
| -0% | -$1.39K | 1.84% | 16 |
|
|
2021
Q4 | $6.52M | Sell |
71,177
-105
| -0.1% | -$9.62K | 2.16% | 9 |
|
|
2021
Q3 | $5.01M | Buy |
71,282
+2,962
| +4% | +$208K | 1.74% | 13 |
|
|
2021
Q2 | $5.29M | Buy |
68,320
+12,660
| +23% | +$979K | 1.98% | 11 |
|
|
2021
Q1 | $3.63M | Buy |
55,660
+950
| +2% | +$61.9K | 1.54% | 18 |
|
|
2020
Q4 | $4.38M | Buy |
54,710
+50
| +0.1% | +$4.01K | 2.11% | 9 |
|
|
2020
Q3 | $2.84M | Buy |
+54,660
| New | +$2.84M | 1.6% | 19 |
|