Crestwood Advisors Group’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.91M	Buy	172,477 +5,268	+3%	+$152K	0.07%	166
2025 Q4	$6.35M	Buy	167,209 +95,609	+134%	+$4.24M	0.11%	123
2025 Q3	$3.51M	Sell	71,600 -3,568	-5%	-$226K	0.06%	164
2025 Q2	$5.41M	Sell	75,168 -1,168	-2%	-$74.6K	0.1%	128
2025 Q1	$4.18M	Sell	76,336 -405	-0.5%	-$36.6K	0.08%	141
2024 Q4	$9.02M	Sell	76,741 -380	-0.5%	-$47K	0.17%	101
2024 Q3	$8.46M	Sell	77,121 -2,787	-3%	-$278K	0.16%	105
2024 Q2	$7.8M	Sell	79,908 -7,109	-8%	-$641K	0.16%	101
2024 Q1	$7.61M	Sell	87,017 -11,093	-11%	-$841K	0.17%	103
2023 Q4	$7.06M	Sell	98,110 -9,423	-9%	-$692K	0.16%	101
2023 Q3	$8.4M	Sell	107,533 -4,378	-4%	-$354K	0.22%	86
2023 Q2	$8.64M	Sell	111,911 -89,343	-44%	-$6.05M	0.27%	66
2023 Q1	$12.3M	Sell	201,254 -11,425	-5%	-$608K	0.41%	65
2022 Q4	$9.53M	Sell	212,679 -42	-0%	-$2.13K	0.32%	73
2022 Q3	$12.7M	Sell	212,721 -100,830	-32%	-$5.74M	0.45%	64
2022 Q2	$13.1M	Buy	313,551 +99,450	+46%	+$5.45M	0.44%	64
2022 Q1	$14.8M	Sell	214,101 -814	-0.4%	-$58.8K	0.42%	65
2021 Q4	$19.7M	Sell	214,915 -103,880	-33%	-$9.1M	0.51%	57
2021 Q3	$22.4M	Sell	318,795 -4,515	-1%	-$349K	0.63%	56
2021 Q2	$25M	Buy	323,310 +640	+0.2%	+$40.9K	0.72%	49
2021 Q1	$21M	Sell	322,670 -2,820	-0.9%	-$218K	0.66%	53
2020 Q4	$26.1M	Sell	325,490 -55,140	-14%	-$4.16M	0.86%	49
2020 Q3	$19.7M	Sell	380,630 -239,660	-39%	-$10.9M	0.74%	52
2020 Q2	$25.2M	Buy	620,290 +7,610	+1%	+$229K	1.01%	40
2020 Q1	$11.8M	Sell	612,680 -22,440	-4%	-$581K	0.59%	57
2019 Q4	$16.5M	Sell	635,120 -890	-0.1%	-$20K	0.65%	54
2019 Q3	$11.9M	Sell	636,010 -233,650	-27%	-$5.56M	0.52%	58
2019 Q2	$19.8M	Buy	+869,660	New	+$18.7M	0.9%	45