Crestwood Advisors Group’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 | $5.41M | Sell |
75,168
-1,168
| -2% | -$84.1K | 0.1% | 128 |
|
|
2025
Q1 | $4.18M | Sell |
76,336
-405
| -0.5% | -$22.2K | 0.08% | 141 |
|
|
2024
Q4 | $9.02M | Sell |
76,741
-380
| -0.5% | -$44.7K | 0.17% | 101 |
|
|
2024
Q3 | $8.46M | Sell |
77,121
-2,787
| -3% | -$306K | 0.16% | 105 |
|
|
2024
Q2 | $7.8M | Sell |
79,908
-7,109
| -8% | -$694K | 0.16% | 101 |
|
|
2024
Q1 | $7.61M | Sell |
87,017
-11,093
| -11% | -$970K | 0.17% | 103 |
|
|
2023
Q4 | $7.06M | Sell |
98,110
-9,423
| -9% | -$678K | 0.16% | 101 |
|
|
2023
Q3 | $8.4M | Sell |
107,533
-4,378
| -4% | -$342K | 0.22% | 86 |
|
|
2023
Q2 | $8.64M | Sell |
111,911
-89,343
| -44% | -$6.9M | 0.27% | 66 |
|
|
2023
Q1 | $12.3M | Sell |
201,254
-11,425
| -5% | -$696K | 0.41% | 65 |
|
|
2022
Q4 | $9.53M | Sell |
212,679
-42
| -0% | -$1.88K | 0.32% | 73 |
|
|
2022
Q3 | $12.7M | Sell |
212,721
-100,830
| -32% | -$6.02M | 0.45% | 64 |
|
|
2022
Q2 | $13.1M | Buy |
313,551
+99,450
| +46% | +$4.17M | 0.44% | 64 |
|
|
2022
Q1 | $14.8M | Sell |
214,101
-814
| -0.4% | -$56.4K | 0.42% | 65 |
|
|
2021
Q4 | $19.7M | Sell |
214,915
-103,880
| -33% | -$9.52M | 0.51% | 57 |
|
|
2021
Q3 | $22.4M | Sell |
318,795
-4,515
| -1% | -$317K | 0.63% | 56 |
|
|
2021
Q2 | $25M | Buy |
323,310
+640
| +0.2% | +$49.5K | 0.72% | 49 |
|
|
2021
Q1 | $21M | Sell |
322,670
-2,820
| -0.9% | -$184K | 0.66% | 53 |
|
|
2020
Q4 | $26.1M | Sell |
325,490
-55,140
| -14% | -$4.42M | 0.86% | 49 |
|
|
2020
Q3 | $19.7M | Sell |
380,630
-239,660
| -39% | -$12.4M | 0.74% | 52 |
|
|
2020
Q2 | $25.2M | Buy |
620,290
+7,610
| +1% | +$309K | 1.01% | 40 |
|
|
2020
Q1 | $11.8M | Sell |
612,680
-22,440
| -4% | -$433K | 0.59% | 57 |
|
|
2019
Q4 | $16.5M | Sell |
635,120
-890
| -0.1% | -$23.1K | 0.65% | 54 |
|
|
2019
Q3 | $11.9M | Sell |
636,010
-233,650
| -27% | -$4.38M | 0.52% | 58 |
|
|
2019
Q2 | $19.8M | Buy |
+869,660
| New | +$19.8M | 0.9% | 45 |
|