Castle Rock Wealth Management’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
Q1
Sell
2024
Q4
$1.19M Sell
2024
Q3
$1.85M Buy
2024
Q2
$1.47M Buy
2024
Q1
$1.24M Buy
2023
Q4
$864K Buy
2023
Q3
$1.05M Buy
2022
Q4
Sell
2022
Q3
$577K Sell
2022
Q2
$502K Buy
2022
Q1
$316K Sell
2021
Q4
$497K Sell
2021
Q3
$1.28M Sell
2021
Q2
$1.34M Buy