Corient Private Wealth’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
$3.24M Buy
45,055
+13,308
+42% +$958K ﹤0.01% 904
2025
Q1
$1.74M Sell
31,747
-79
-0.2% -$4.32K ﹤0.01% 1018
2024
Q4
$3.74M Sell
31,826
-336
-1% -$39.5K 0.01% 782
2024
Q3
$3.53M Buy
32,162
+4,712
+17% +$517K 0.01% 843
2024
Q2
$2.68M Sell
27,450
-1,211
-4% -$118K ﹤0.01% 902
2024
Q1
$2.51M Buy
28,661
+5,628
+24% +$492K ﹤0.01% 926
2023
Q4
$1.66M Sell
23,033
-1,476
-6% -$106K ﹤0.01% 1090
2023
Q3
$1.92M Buy
24,509
+1,492
+6% +$117K ﹤0.01% 932
2023
Q2
$1.78M Buy
23,017
+592
+3% +$45.7K ﹤0.01% 938
2023
Q1
$1.37M Buy
22,425
+1,035
+5% +$63.2K ﹤0.01% 969
2022
Q4
$938K Buy
+21,390
New +$938K ﹤0.01% 934