Congress Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $21.9M | Sell |
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|
2024
Q3 | $24.7M | Buy |
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|
2024
Q2 | $17.9M | Buy |
|
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|
2024
Q1 | $11.7M | Buy |
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|
2023
Q4 | $8.85M | Buy |
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|
2023
Q3 | $8.93M | Buy |
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|
2023
Q2 | $8.57M | Buy |
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|
2023
Q1 | $6.62M | Buy |
|
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|
2022
Q4 | $481K | Sell |
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|
2022
Q3 | $650K | Sell |
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|
2022
Q2 | $466K | Buy |
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|
2022
Q1 | $683K | Buy |
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|
2021
Q4 | $856K | Buy |
|