Concurrent Investment Advisors’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 | $744K | Sell |
10,333
-174
| -2% | -$12.5K | 0.01% | 690 |
|
|
2025
Q1 | $575K | Buy |
10,507
+688
| +7% | +$37.6K | 0.01% | 703 |
|
|
2024
Q4 | $1.15M | Buy |
9,819
+597
| +6% | +$70.2K | 0.03% | 453 |
|
|
2024
Q3 | $1.01M | Buy |
9,222
+434
| +5% | +$47.6K | 0.03% | 456 |
|
|
2024
Q2 | $858K | Buy |
8,788
+3,630
| +70% | +$355K | 0.03% | 461 |
|
|
2024
Q1 | $451K | Sell |
5,158
-623
| -11% | -$54.5K | 0.02% | 573 |
|
|
2023
Q4 | $416K | Buy |
+5,781
| New | +$416K | 0.02% | 538 |
|