Cary Street Partners Investment Advisory’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 | $9.65K | Sell |
134
-70
| -34% | -$5.04K | ﹤0.01% | 520 |
|
|
2025
Q1 | $11.2K | Buy |
204
+74
| +57% | +$4.05K | 0.01% | 478 |
|
|
2024
Q4 | $15.3K | Sell |
130
-5,095
| -98% | -$599K | 0.01% | 420 |
|
|
2024
Q3 | $573K | Sell |
5,225
-131
| -2% | -$14.4K | 0.02% | 467 |
|
|
2024
Q2 | $523K | Buy |
5,356
+251
| +5% | +$24.5K | 0.02% | 460 |
|
|
2024
Q1 | $446K | Hold |
5,105
| – | – | 0.02% | 477 |
|
|
2023
Q4 | $367K | Buy |
5,105
+550
| +12% | +$39.6K | 0.02% | 485 |
|
|
2023
Q3 | $356K | Sell |
4,555
-190
| -4% | -$14.8K | 0.02% | 443 |
|
|
2023
Q2 | $366K | Sell |
4,745
-190
| -4% | -$14.7K | 0.02% | 405 |
|
|
2023
Q1 | $301K | Sell |
4,935
-25
| -0.5% | -$1.52K | 0.02% | 408 |
|
|
2022
Q4 | $222K | Sell |
4,960
-4,230
| -46% | -$190K | 0.02% | 449 |
|
|
2022
Q3 | $549K | Buy |
9,190
+130
| +1% | +$7.77K | 0.05% | 297 |
|
|
2022
Q2 | $380K | Buy |
+9,060
| New | +$380K | 0.03% | 327 |
|
|
2020
Q4 | – | Sell |
-1,250
| Closed | -$65K | – | 825 |
|
|
2020
Q3 | $65K | Buy |
+1,250
| New | +$65K | 0.01% | 446 |
|