Braun Stacey Associates’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 | – | Sell |
-256,342
| Closed | -$14M | – | 124 |
|
|
2025
Q1 | $14M | Buy |
256,342
+2,616
| +1% | +$143K | 0.57% | 67 |
|
|
2024
Q4 | $29.8M | Sell |
253,726
-8,963
| -3% | -$1.05M | 1.11% | 26 |
|
|
2024
Q3 | $28.8M | Sell |
262,689
-13,765
| -5% | -$1.51M | 1.09% | 25 |
|
|
2024
Q2 | $27M | Sell |
276,454
-5,712
| -2% | -$558K | 1.05% | 30 |
|
|
2024
Q1 | $24.7M | Sell |
282,166
-778
| -0.3% | -$68K | 0.98% | 39 |
|
|
2023
Q4 | $20.4M | Sell |
282,944
-14,710
| -5% | -$1.06M | 0.91% | 48 |
|
|
2023
Q3 | $23.3M | Buy |
297,654
+26,208
| +10% | +$2.05M | 1.13% | 27 |
|
|
2023
Q2 | $21M | Buy |
+271,446
| New | +$21M | 0.97% | 39 |
|
|
2022
Q4 | – | Sell |
-87,075
| Closed | -$5.2M | – | 128 |
|
|
2022
Q3 | $5.2M | Sell |
87,075
-177,678
| -67% | -$10.6M | 0.32% | 91 |
|
|
2022
Q2 | $11.1M | Sell |
264,753
-209,417
| -44% | -$8.77M | 0.63% | 75 |
|
|
2022
Q1 | $32.8M | Sell |
474,170
-149,480
| -24% | -$10.4M | 1.36% | 9 |
|
|
2021
Q4 | $57.2M | Sell |
623,650
-45,617
| -7% | -$4.18M | 2.09% | 5 |
|
|
2021
Q3 | $47.1M | Sell |
669,267
-28,076
| -4% | -$1.97M | 1.88% | 6 |
|
|
2021
Q2 | $53.9M | Sell |
697,343
-119,737
| -15% | -$9.26M | 2.1% | 4 |
|
|
2021
Q1 | $53.2M | Sell |
817,080
-26,390
| -3% | -$1.72M | 2.24% | 4 |
|
|
2020
Q4 | $67.6M | Sell |
843,470
-87,460
| -9% | -$7.01M | 3.03% | 4 |
|
|
2020
Q3 | $48.3M | Sell |
930,930
-5,960
| -0.6% | -$309K | 2.58% | 4 |
|
|
2020
Q2 | $38.1M | Sell |
936,890
-44,830
| -5% | -$1.82M | 2.19% | 4 |
|
|
2020
Q1 | $18.9M | Sell |
981,720
-17,150
| -2% | -$331K | 1.44% | 10 |
|
|
2019
Q4 | $25.9M | Buy |
998,870
+11,020
| +1% | +$286K | 1.44% | 8 |
|
|
2019
Q3 | $18.5M | Sell |
987,850
-19,720
| -2% | -$370K | 1.17% | 22 |
|
|
2019
Q2 | $23M | Sell |
1,007,570
-124,730
| -11% | -$2.84M | 1.47% | 7 |
|
|
2019
Q1 | $22.4M | Sell |
1,132,300
-240,590
| -18% | -$4.76M | 1.49% | 6 |
|
|
2018
Q4 | $15.9M | Buy |
1,372,890
+40,220
| +3% | +$467K | 1.26% | 15 |
|
|
2018
Q3 | $20.1M | Sell |
1,332,670
-1,250,820
| -48% | -$18.9M | 1.29% | 11 |
|
|
2018
Q2 | $24.2M | Sell |
2,583,490
-574,430
| -18% | -$5.39M | 1.64% | 5 |
|
|
2018
Q1 | $15.7M | Buy |
3,157,920
+226,570
| +8% | +$1.12M | 1.08% | 34 |
|
|
2017
Q4 | $13.4M | Buy |
2,931,350
+20,350
| +0.7% | +$93.1K | 0.9% | 52 |
|
|
2017
Q3 | $17.9M | Sell |
2,911,000
-112,050
| -4% | -$689K | 1.22% | 19 |
|
|
2017
Q2 | $15.1M | Sell |
3,023,050
-232,400
| -7% | -$1.16M | 0.98% | 46 |
|
|
2017
Q1 | $12.1M | Buy |
+3,255,450
| New | +$12.1M | 0.77% | 72 |
|