CWM
CMH Wealth Management’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.39M | Sell |
130,439
-73,209
| -36% | -$5.27M | 2.19% | 18 |
|
|
2025
Q1 | $11.1M | Buy |
203,648
+147,247
| +261% | +$8.06M | 2.79% | 10 |
|
|
2024
Q4 | $6.63M | Sell |
56,401
-13,860
| -20% | -$1.63M | 1.52% | 31 |
|
|
2024
Q3 | $7.7M | Sell |
70,261
-3,437
| -5% | -$377K | 1.81% | 22 |
|
|
2024
Q2 | $7.2M | Sell |
73,698
-892
| -1% | -$87.1K | 1.77% | 25 |
|
|
2024
Q1 | $6.52M | Sell |
74,590
-4,693
| -6% | -$410K | 1.66% | 29 |
|
|
2023
Q4 | $5.71M | Sell |
79,283
-5,411
| -6% | -$389K | 1.38% | 32 |
|
|
2023
Q3 | $6.62M | Sell |
84,694
-1,506
| -2% | -$118K | 1.85% | 24 |
|
|
2023
Q2 | $6.66M | Sell |
86,200
-40,742
| -32% | -$3.15M | 1.79% | 23 |
|
|
2023
Q1 | $7.73M | Buy |
126,942
+3,124
| +3% | +$190K | 2.23% | 17 |
|
|
2022
Q4 | $5.55M | Buy |
123,818
+4,754
| +4% | +$213K | 1.78% | 22 |
|
|
2022
Q3 | $7.11M | Sell |
119,064
-97,436
| -45% | -$5.82M | 2.61% | 10 |
|
|
2022
Q2 | $9.07M | Buy |
216,500
+136,619
| +171% | +$5.72M | 3.28% | 9 |
|
|
2022
Q1 | $5.53M | Sell |
79,881
-10,070
| -11% | -$697K | 1.7% | 19 |
|
|
2021
Q4 | $8.24M | Sell |
89,951
-42,316
| -32% | -$3.88M | 2.49% | 11 |
|
|
2021
Q3 | $9.3M | Buy |
132,267
+1,769
| +1% | +$124K | 3.05% | 8 |
|
|
2021
Q2 | $10.1M | Buy |
130,498
+118,835
| +1,019% | +$9.19M | 3.37% | 8 |
|
|
2021
Q1 | $7.6M | Buy |
11,663
+880
| +8% | +$573K | 2.86% | 9 |
|
|
2020
Q4 | $8.64M | Sell |
10,783
-863
| -7% | -$691K | 3.16% | 8 |
|
|
2020
Q3 | $6.04M | Buy |
11,646
+432
| +4% | +$224K | 2.59% | 11 |
|
|
2020
Q2 | $4.56M | Sell |
11,214
-1,154
| -9% | -$469K | 2.18% | 13 |
|
|
2020
Q1 | $2.39M | Buy |
+12,368
| New | +$2.39M | 1.39% | 33 |
|