Circle Wealth Management’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 | $1.29M | Buy |
17,971
+504
| +3% | +$36.3K | 0.03% | 98 |
|
|
2025
Q1 | $956K | Buy |
17,467
+1,725
| +11% | +$94.4K | 0.02% | 114 |
|
|
2024
Q4 | $1.85M | Sell |
15,742
-132
| -0.8% | -$15.5K | 0.04% | 75 |
|
|
2024
Q3 | $1.74M | Buy |
15,874
+7,094
| +81% | +$778K | 0.04% | 78 |
|
|
2024
Q2 | $858K | Buy |
+8,780
| New | +$858K | 0.02% | 110 |
|
|
2019
Q1 | – | Sell |
-44,400
| Closed | -$515K | – | 161 |
|
|
2018
Q4 | $515K | Sell |
44,400
-1,500
| -3% | -$17.4K | 0.19% | 43 |
|
|
2018
Q3 | $693K | Hold |
45,900
| – | – | 0.22% | 41 |
|
|
2018
Q2 | $431K | Buy |
45,900
+1,650
| +4% | +$15.5K | 0.15% | 59 |
|
|
2018
Q1 | $220K | Hold |
44,250
| – | – | 0.08% | 89 |
|
|
2017
Q4 | $202K | Buy |
+44,250
| New | +$202K | 0.08% | 93 |
|