Carson Wealth (CWM LLC)’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 | $921K | Buy |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $861K | Sell |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $2.14M | Sell |
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|
2024
Q2 | $1.93M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $929K | Buy |
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|
2023
Q1 | $671K | Buy |
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|
2022
Q4 | $430K | Buy |
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|
2022
Q3 | $573K | Buy |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $535K | Buy |
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|
2021
Q2 | $691K | Sell |
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|
2021
Q1 | $691K | Hold |
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|
2020
Q4 | $691K | Hold |
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|
2020
Q3 | $691K | Hold |
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|
2020
Q2 | $691K | Hold |
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|
2020
Q1 | $691K | Hold |
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|
2019
Q4 | $691K | Hold |
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|
2019
Q3 | $691K | Hold |
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|
2019
Q2 | $691K | Hold |
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|
2019
Q1 | $691K | Buy |
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