Circle 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
Q3 | – | Sell |
|
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|
2025
Q2 | $1.29M | Buy |
|
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|
2025
Q1 | $956K | Buy |
|
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|
2024
Q4 | $1.85M | Sell |
|
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|
2024
Q3 | $1.74M | Buy |
|
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|
2024
Q2 | $858K | Buy |
|
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|
2019
Q1 | – | Sell |
|
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|
2018
Q4 | $515K | Sell |
|
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|
2018
Q3 | $693K | Hold |
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|
2018
Q2 | $431K | Buy |
|
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|
2018
Q1 | $220K | Hold |
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|
2017
Q4 | $202K | Buy |
|