Concurrent Investment Advisors’s Trade Desk TTD Stock Holding History

Concurrent Investment Advisors’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$659K	Buy
2025 Q2	$744K	Sell
2025 Q1	$575K	Buy
2024 Q4	$1.15M	Buy
2024 Q3	$1.01M	Buy
2024 Q2	$858K	Buy
2024 Q1	$451K	Sell
2023 Q4	$416K	Buy