Concord Wealth Partners’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 | $1.51K | Buy |
21
+1
| +5% | +$72 | ﹤0.01% | 743 |
|
|
2025
Q1 | $1.09K | Hold |
20
| – | – | ﹤0.01% | 724 |
|
|
2024
Q4 | $2.35K | Hold |
20
| – | – | ﹤0.01% | 695 |
|
|
2024
Q3 | $2.19K | Hold |
20
| – | – | ﹤0.01% | 731 |
|
|
2024
Q2 | $1.95K | Hold |
20
| – | – | ﹤0.01% | 669 |
|
|
2024
Q1 | $1.75K | Sell |
20
-21
| -51% | -$1.84K | ﹤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% | 781 |
|
|
2022
Q4 | $1.84K | Buy |
+41
| New | +$1.84K | ﹤0.01% | 953 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1K | – | 1071 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1202 |
|
|
2022
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1255 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$20K | – | 1061 |
|
|
2020
Q4 | $20K | Buy |
+250
| New | +$20K | 0.02% | 311 |
|