Creative Planning’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 | $10.9M | Buy |
151,010
+18,589
| +14% | +$1.34M | 0.01% | 495 |
|
|
2025
Q1 | $7.25M | Sell |
132,421
-1,241
| -0.9% | -$67.9K | 0.01% | 588 |
|
|
2024
Q4 | $15.7M | Buy |
133,662
+4,063
| +3% | +$478K | 0.02% | 341 |
|
|
2024
Q3 | $14.2M | Buy |
129,599
+12,384
| +11% | +$1.36M | 0.01% | 346 |
|
|
2024
Q2 | $11.4M | Buy |
117,215
+1,781
| +2% | +$174K | 0.01% | 380 |
|
|
2024
Q1 | $10.1M | Buy |
115,434
+11,425
| +11% | +$999K | 0.01% | 405 |
|
|
2023
Q4 | $7.48M | Buy |
104,009
+4,129
| +4% | +$297K | 0.01% | 455 |
|
|
2023
Q3 | $7.81M | Buy |
99,880
+8,354
| +9% | +$653K | 0.01% | 415 |
|
|
2023
Q2 | $7.07M | Sell |
91,526
-3,321
| -4% | -$256K | 0.01% | 424 |
|
|
2023
Q1 | $5.78M | Sell |
94,847
-1,563
| -2% | -$95.2K | 0.01% | 466 |
|
|
2022
Q4 | $4.32M | Buy |
96,410
+4,252
| +5% | +$191K | 0.01% | 523 |
|
|
2022
Q3 | $5.51M | Sell |
92,158
-7,824
| -8% | -$467K | 0.01% | 418 |
|
|
2022
Q2 | $4.19M | Buy |
99,982
+5,062
| +5% | +$212K | 0.01% | 497 |
|
|
2022
Q1 | $6.57M | Sell |
94,920
-796
| -0.8% | -$55.1K | 0.01% | 392 |
|
|
2021
Q4 | $8.77M | Buy |
95,716
+641
| +0.7% | +$58.7K | 0.01% | 313 |
|
|
2021
Q3 | $6.68M | Sell |
95,075
-26,520
| -22% | -$1.86M | 0.01% | 347 |
|
|
2021
Q2 | $9.41M | Buy |
121,595
+65,165
| +115% | +$5.04M | 0.02% | 278 |
|
|
2021
Q1 | $3.68M | Buy |
56,430
+12,920
| +30% | +$842K | 0.01% | 485 |
|
|
2020
Q4 | $3.49M | Sell |
43,510
-7,490
| -15% | -$600K | 0.01% | 460 |
|
|
2020
Q3 | $2.65M | Buy |
51,000
+1,710
| +3% | +$88.7K | 0.01% | 466 |
|
|
2020
Q2 | $2M | Buy |
49,290
+5,250
| +12% | +$213K | 0.01% | 488 |
|
|
2020
Q1 | $850K | Sell |
44,040
-10,190
| -19% | -$197K | ﹤0.01% | 708 |
|
|
2019
Q4 | $1.41M | Sell |
54,230
-20,450
| -27% | -$531K | ﹤0.01% | 645 |
|
|
2019
Q3 | $1.4M | Sell |
74,680
-5,880
| -7% | -$110K | ﹤0.01% | 614 |
|
|
2019
Q2 | $1.84M | Sell |
80,560
-3,280
| -4% | -$74.7K | 0.01% | 525 |
|
|
2019
Q1 | $1.66M | Buy |
83,840
+28,020
| +50% | +$555K | 0.01% | 526 |
|
|
2018
Q4 | $648K | Buy |
55,820
+12,980
| +30% | +$151K | ﹤0.01% | 837 |
|
|
2018
Q3 | $646K | Buy |
42,840
+11,550
| +37% | +$174K | ﹤0.01% | 943 |
|
|
2018
Q2 | $294K | Buy |
+31,290
| New | +$294K | ﹤0.01% | 1373 |
|