Carson Wealth (CWM LLC)’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
17,837
+2,096
| +13% | +$151K | ﹤0.01% | 1133 |
|
|
2025
Q1 | $861K | Sell |
15,741
-3,956
| -20% | -$216K | ﹤0.01% | 1216 |
|
|
2024
Q4 | $2.32M | Buy |
19,697
+149
| +0.8% | +$17.5K | 0.01% | 729 |
|
|
2024
Q3 | $2.14M | Sell |
19,548
-210
| -1% | -$23K | 0.01% | 673 |
|
|
2024
Q2 | $1.93M | Buy |
19,758
+959
| +5% | +$93.7K | 0.01% | 653 |
|
|
2024
Q1 | $1.64M | Buy |
18,799
+1,588
| +9% | +$139K | 0.01% | 676 |
|
|
2023
Q4 | $1.24M | Buy |
17,211
+4,169
| +32% | +$300K | 0.01% | 718 |
|
|
2023
Q3 | $1.02M | Buy |
13,042
+1,017
| +8% | +$79.5K | 0.01% | 746 |
|
|
2023
Q2 | $929K | Buy |
12,025
+1,010
| +9% | +$78K | 0.01% | 740 |
|
|
2023
Q1 | $671K | Buy |
11,015
+1,417
| +15% | +$86.3K | ﹤0.01% | 791 |
|
|
2022
Q4 | $430K | Buy |
9,598
+3
| +0% | +$134 | ﹤0.01% | 858 |
|
|
2022
Q3 | $573K | Buy |
9,595
+1,347
| +16% | +$80.4K | ﹤0.01% | 708 |
|
|
2022
Q2 | $345K | Buy |
8,248
+1,530
| +23% | +$64K | ﹤0.01% | 843 |
|
|
2022
Q1 | $465K | Buy |
6,718
+884
| +15% | +$61.2K | ﹤0.01% | 751 |
|
|
2021
Q4 | $535K | Buy |
+5,834
| New | +$535K | ﹤0.01% | 708 |
|
|
2021
Q2 | $691K | Sell |
8,931
-80,379
| -90% | -$6.22M | 0.01% | 623 |
|
|
2021
Q1 | $691K | Hold |
89,310
| – | – | 0.01% | 623 |
|
|
2020
Q4 | $691K | Hold |
89,310
| – | – | 0.01% | 623 |
|
|
2020
Q3 | $691K | Hold |
89,310
| – | – | 0.01% | 623 |
|
|
2020
Q2 | $691K | Hold |
89,310
| – | – | 0.01% | 623 |
|
|
2020
Q1 | $691K | Hold |
89,310
| – | – | 0.01% | 623 |
|
|
2019
Q4 | $691K | Hold |
89,310
| – | – | 0.01% | 623 |
|
|
2019
Q3 | $691K | Hold |
89,310
| – | – | 0.01% | 623 |
|
|
2019
Q2 | $691K | Hold |
89,310
| – | – | 0.01% | 623 |
|
|
2019
Q1 | $691K | Buy |
+89,310
| New | +$691K | 0.01% | 623 |
|