Concorde Asset 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
Q1 | $935K | Buy |
17,278
+6,173
| +56% | +$334K | 0.5% | 25 |
|
|
2024
Q4 | $1.31M | Hold |
11,105
| – | – | 0.68% | 30 |
|
|
2024
Q3 | $1.22M | Sell |
11,105
-194
| -2% | -$21.3K | 0.69% | 27 |
|
|
2024
Q2 | $1.1M | Sell |
11,299
-309
| -3% | -$30.2K | 0.68% | 25 |
|
|
2024
Q1 | $1.01M | Sell |
11,608
-279
| -2% | -$24.4K | 0.69% | 23 |
|
|
2023
Q4 | $855K | Sell |
11,887
-332
| -3% | -$23.9K | 0.58% | 24 |
|
|
2023
Q3 | $955K | Buy |
12,219
+5,393
| +79% | +$421K | 0.86% | 22 |
|
|
2023
Q2 | $527K | Buy |
+6,826
| New | +$527K | 0.49% | 39 |
|
|
2022
Q4 | – | Sell |
-4,323
| Closed | -$258K | – | 160 |
|
|
2022
Q3 | $258K | Buy |
+4,323
| New | +$258K | 0.29% | 104 |
|
|
2022
Q2 | – | Sell |
-6,616
| Closed | -$458K | – | 162 |
|
|
2022
Q1 | $458K | Sell |
6,616
-12,206
| -65% | -$845K | 0.3% | 80 |
|
|
2021
Q4 | $1.73M | Sell |
18,822
-11,014
| -37% | -$1.01M | 1.03% | 24 |
|
|
2021
Q3 | $2.1M | Buy |
29,836
+13,869
| +87% | +$975K | 1.21% | 15 |
|
|
2021
Q2 | $1.24M | Sell |
15,967
-1,123
| -7% | -$86.9K | 0.69% | 41 |
|
|
2021
Q1 | $1.11M | Sell |
17,090
-20,780
| -55% | -$1.35M | 0.64% | 52 |
|
|
2020
Q4 | $3.03M | Buy |
37,870
+4,200
| +12% | +$336K | 1.68% | 13 |
|
|
2020
Q3 | $1.75M | Buy |
+33,670
| New | +$1.75M | 1% | 19 |
|
|
2020
Q1 | – | Sell |
-84,340
| Closed | -$2.19M | – | 160 |
|
|
2019
Q4 | $2.19M | Buy |
84,340
+1,880
| +2% | +$48.8K | 1.52% | 17 |
|
|
2019
Q3 | $1.55M | Sell |
82,460
-7,800
| -9% | -$146K | 1.19% | 16 |
|
|
2019
Q2 | $2.06M | Buy |
+90,260
| New | +$2.06M | 1.2% | 14 |
|