CWM
Congress Wealth Management’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
298,025
+29,083
| +11% | +$2.09M | 0.21% | 119 |
|
|
2025
Q1 | $14.7M | Buy |
268,942
+82,292
| +44% | +$4.5M | 0.18% | 148 |
|
|
2024
Q4 | $21.9M | Sell |
186,650
-38,950
| -17% | -$4.58M | 0.3% | 87 |
|
|
2024
Q3 | $24.7M | Buy |
225,600
+42,752
| +23% | +$4.69M | 0.33% | 76 |
|
|
2024
Q2 | $17.9M | Buy |
182,848
+48,745
| +36% | +$4.76M | 0.28% | 92 |
|
|
2024
Q1 | $11.7M | Buy |
134,103
+11,086
| +9% | +$969K | 0.2% | 147 |
|
|
2023
Q4 | $8.85M | Buy |
123,017
+8,785
| +8% | +$632K | 0.16% | 170 |
|
|
2023
Q3 | $8.93M | Buy |
114,232
+3,204
| +3% | +$250K | 0.18% | 156 |
|
|
2023
Q2 | $8.57M | Buy |
111,028
+2,307
| +2% | +$178K | 0.2% | 143 |
|
|
2023
Q1 | $6.62M | Buy |
108,721
+97,992
| +913% | +$5.97M | 0.16% | 159 |
|
|
2022
Q4 | $481K | Sell |
10,729
-147
| -1% | -$6.59K | 0.01% | 410 |
|
|
2022
Q3 | $650K | Sell |
10,876
-243
| -2% | -$14.5K | 0.02% | 376 |
|
|
2022
Q2 | $466K | Buy |
11,119
+1,255
| +13% | +$52.6K | 0.01% | 421 |
|
|
2022
Q1 | $683K | Buy |
9,864
+518
| +6% | +$35.9K | 0.01% | 402 |
|
|
2021
Q4 | $856K | Buy |
+9,346
| New | +$856K | 0.02% | 389 |
|