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	298,025 +29,083	+11%	+$1.86M	0.21%	119
2025 Q1	$14.7M	Buy	268,942 +82,292	+44%	+$7.45M	0.18%	148
2024 Q4	$21.9M	Sell	186,650 -38,950	-17%	-$4.82M	0.3%	87
2024 Q3	$24.7M	Buy	225,600 +42,752	+23%	+$4.27M	0.33%	76
2024 Q2	$17.9M	Buy	182,848 +48,745	+36%	+$4.4M	0.28%	92
2024 Q1	$11.7M	Buy	134,103 +11,086	+9%	+$840K	0.2%	147
2023 Q4	$8.85M	Buy	123,017 +8,785	+8%	+$645K	0.16%	170
2023 Q3	$8.93M	Buy	114,232 +3,204	+3%	+$259K	0.18%	156
2023 Q2	$8.57M	Buy	111,028 +2,307	+2%	+$156K	0.2%	143
2023 Q1	$6.62M	Buy	108,721 +97,992	+913%	+$5.22M	0.16%	159
2022 Q4	$481K	Sell	10,729 -147	-1%	-$7.45K	0.01%	410
2022 Q3	$650K	Sell	10,876 -243	-2%	-$13.8K	0.02%	376
2022 Q2	$466K	Buy	11,119 +1,255	+13%	+$68.7K	0.01%	421
2022 Q1	$683K	Buy	9,864 +518	+6%	+$37.4K	0.01%	402
2021 Q4	$856K	Buy	+9,346	New	+$819K	0.02%	392