CAPTRUST Financial 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 | $1.39M | Buy |
19,302
+1,909
| +11% | +$137K | ﹤0.01% | 1160 |
|
2025
Q1 | $952K | Sell |
17,393
-5,565
| -24% | -$305K | ﹤0.01% | 1299 |
|
2024
Q4 | $2.7M | Buy |
22,958
+8,554
| +59% | +$1.01M | 0.01% | 762 |
|
2024
Q3 | $1.58M | Buy |
14,404
+322
| +2% | +$35.3K | ﹤0.01% | 953 |
|
2024
Q2 | $1.38M | Buy |
14,082
+2,070
| +17% | +$202K | ﹤0.01% | 975 |
|
2024
Q1 | $1.05M | Sell |
12,012
-5,862
| -33% | -$512K | ﹤0.01% | 1095 |
|
2023
Q4 | $1.29M | Buy |
17,874
+3,175
| +22% | +$228K | ﹤0.01% | 1123 |
|
2023
Q3 | $1.15M | Buy |
14,699
+3,340
| +29% | +$261K | ﹤0.01% | 1125 |
|
2023
Q2 | $877K | Buy |
11,359
+1,125
| +11% | +$86.9K | ﹤0.01% | 1281 |
|
2023
Q1 | $623K | Buy |
10,234
+2,835
| +38% | +$173K | ﹤0.01% | 1284 |
|
2022
Q4 | $332K | Buy |
7,399
+639
| +9% | +$28.6K | ﹤0.01% | 1576 |
|
2022
Q3 | $404K | Sell |
6,760
-433
| -6% | -$25.9K | ﹤0.01% | 1353 |
|
2022
Q2 | $301K | Sell |
7,193
-2,750
| -28% | -$115K | ﹤0.01% | 1427 |
|
2022
Q1 | $689K | Sell |
9,943
-3,707
| -27% | -$257K | ﹤0.01% | 999 |
|
2021
Q4 | $1.25M | Buy |
13,650
+2,785
| +26% | +$255K | 0.01% | 720 |
|
2021
Q3 | $764K | Buy |
10,865
+2,417
| +29% | +$170K | 0.01% | 860 |
|
2021
Q2 | $654K | Buy |
8,448
+848
| +11% | +$65.6K | 0.01% | 890 |
|
2021
Q1 | $495K | Buy |
7,600
+6,070
| +397% | +$395K | 0.01% | 961 |
|
2020
Q4 | $123K | Buy |
1,530
+130
| +9% | +$10.5K | ﹤0.01% | 1409 |
|
2020
Q3 | $78K | Buy |
1,400
+150
| +12% | +$8.36K | ﹤0.01% | 1452 |
|
2020
Q2 | $54K | Buy |
+1,250
| New | +$54K | ﹤0.01% | 1600 |
|
2019
Q4 | – | Sell |
-7,500
| Closed | -$141K | – | 1755 |
|
2019
Q3 | $141K | Buy |
7,500
+630
| +9% | +$11.8K | 0.01% | 659 |
|
2019
Q2 | $156K | Buy |
6,870
+5,920
| +623% | +$134K | 0.01% | 618 |
|
2019
Q1 | $19K | Buy |
950
+700
| +280% | +$14K | ﹤0.01% | 1183 |
|
2018
Q4 | $3K | Sell |
250
-2,100
| -89% | -$25.2K | ﹤0.01% | 1448 |
|
2018
Q3 | $35K | Buy |
2,350
+650
| +38% | +$9.68K | ﹤0.01% | 849 |
|
2018
Q2 | $16K | Buy |
1,700
+120
| +8% | +$1.13K | ﹤0.01% | 1029 |
|
2018
Q1 | $8K | Buy |
+1,580
| New | +$8K | ﹤0.01% | 1089 |
|