Cornerstone 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
Q4 | – | Sell |
-4,194
| Closed | -$206K | – | 718 |
|
|
2025
Q3 | $206K | Sell |
4,194
-10
| -0.2% | -$635 | 0.01% | 647 |
|
|
2025
Q2 | $303K | Hold |
4,204
| – | – | 0.02% | 507 |
|
|
2025
Q1 | $230K | Buy |
4,204
+205
| +5% | +$18.5K | 0.02% | 543 |
|
|
2024
Q4 | $470K | Sell |
3,999
-87
| -2% | -$10.8K | 0.03% | 365 |
|
|
2024
Q3 | $448K | Hold |
4,086
| – | – | 0.03% | 377 |
|
|
2024
Q2 | $399K | Buy |
4,086
+24
| +0.6% | +$2.17K | 0.03% | 376 |
|
|
2024
Q1 | $355K | Buy |
4,062
+30
| +0.7% | +$2.27K | 0.03% | 397 |
|
|
2023
Q4 | $290K | Sell |
4,032
-114
| -3% | -$8.38K | 0.03% | 415 |
|
|
2023
Q3 | $324K | Sell |
4,146
-298
| -7% | -$24.1K | 0.03% | 407 |
|
|
2023
Q2 | $343K | Sell |
4,444
-25
| -0.6% | -$1.69K | 0.03% | 376 |
|
|
2023
Q1 | $272K | Buy |
+4,469
| New | +$238K | 0.03% | 388 |
|
|
2022
Q3 | $251K | Buy |
+4,205
| New | +$239K | 0.03% | 380 |
|
|
2022
Q2 | – | Sell |
-4,230
| Closed | -$293K | – | 479 |
|
|
2022
Q1 | $293K | Sell |
4,230
-700
| -14% | -$50.6K | 0.03% | 370 |
|
|
2021
Q4 | $452K | Buy |
4,930
+60
| +1% | +$5.25K | 0.04% | 306 |
|
|
2021
Q3 | $342K | Buy |
4,870
+570
| +13% | +$44.1K | 0.04% | 336 |
|
|
2021
Q2 | $333K | Buy |
4,300
+130
| +3% | +$8.31K | 0.04% | 353 |
|
|
2021
Q1 | $272K | Sell |
4,170
-1,590
| -28% | -$123K | 0.03% | 369 |
|
|
2020
Q4 | $461K | Sell |
5,760
-100
| -2% | -$7.55K | 0.06% | 264 |
|
|
2020
Q3 | $304K | Sell |
5,860
-60
| -1% | -$2.74K | 0.05% | 300 |
|
|
2020
Q2 | $241K | Buy |
+5,920
| New | +$178K | 0.04% | 319 |
|
|
2018
Q3 | – | Sell |
-279,770
| Closed | -$297K | – | 1553 |
|
|
2018
Q2 | $297K | Buy |
+279,770
| New | +$1.97M | ﹤0.01% | 1203 |
|
Other funds holding TTD
