Clay Northam 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 | $958K | Sell |
13,304
-460
| -3% | -$33.1K | 0.61% | 25 |
|
|
2025
Q1 | $753K | Sell |
13,764
-1,260
| -8% | -$68.9K | 0.53% | 35 |
|
|
2024
Q4 | $1.77M | Buy |
15,024
+143
| +1% | +$16.8K | 1.14% | 17 |
|
|
2024
Q3 | $1.63M | Buy |
14,881
+21
| +0.1% | +$2.3K | 1.12% | 18 |
|
|
2024
Q2 | $1.45M | Hold |
14,860
| – | – | 1.1% | 16 |
|
|
2024
Q1 | $1.3M | Buy |
14,860
+2,300
| +18% | +$201K | 1.05% | 17 |
|
|
2023
Q4 | $904K | Buy |
12,560
+850
| +7% | +$61.2K | 0.8% | 22 |
|
|
2023
Q3 | $915K | Sell |
11,710
-190
| -2% | -$14.8K | 0.91% | 19 |
|
|
2023
Q2 | $919K | Hold |
11,900
| – | – | 0.87% | 21 |
|
|
2023
Q1 | $725K | Hold |
11,900
| – | – | 0.75% | 23 |
|
|
2022
Q4 | $533K | Sell |
11,900
-40
| -0.3% | -$1.79K | 0.61% | 29 |
|
|
2022
Q3 | $713K | Sell |
11,940
-570
| -5% | -$34K | 0.89% | 23 |
|
|
2022
Q2 | $524K | Buy |
12,510
+150
| +1% | +$6.28K | 0.65% | 32 |
|
|
2022
Q1 | $856K | Buy |
12,360
+1,240
| +11% | +$85.9K | 0.87% | 25 |
|
|
2021
Q4 | $1.02M | Buy |
+11,120
| New | +$1.02M | 0.96% | 25 |
|