Concord Wealth Partners’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-21	Closed	-$797	–	738
2025 Q4	$797	Hold	21	–	–	﹤0.01%	735
2025 Q3	$1.03K	Hold	21	–	–	﹤0.01%	738
2025 Q2	$1.51K	Buy	21 +1	+5%	+$64	﹤0.01%	743
2025 Q1	$1.09K	Hold	20	–	–	﹤0.01%	725
2024 Q4	$2.35K	Hold	20	–	–	﹤0.01%	696
2024 Q3	$2.19K	Hold	20	–	–	﹤0.01%	732
2024 Q2	$1.95K	Hold	20	–	–	﹤0.01%	669
2024 Q1	$1.75K	Sell	20 -21	-51%	-$1.59K	﹤0.01%	764
2023 Q4	$2.95K	Hold	41	–	–	﹤0.01%	681
2023 Q3	$3.2K	Hold	41	–	–	﹤0.01%	792
2023 Q2	$3.17K	Hold	41	–	–	﹤0.01%	800
2023 Q1	$2.5K	Hold	41	–	–	﹤0.01%	780
2022 Q4	$1.84K	Buy	+41	New	+$2.08K	﹤0.01%	953
2022 Q3	–	Sell	-20	Closed	-$1K	–	1071
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	1202
2022 Q1	$1K	Buy	+20	New	+$1.45K	﹤0.01%	1255
2021 Q1	–	Sell	-250	Closed	-$20K	–	1061
2020 Q4	$20K	Buy	+250	New	+$18.9K	0.02%	311