Dakota Wealth Management’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
$593K Buy
8,234
+767
+10% +$55.2K 0.01% 489
2025
Q1
$409K Sell
7,467
-19,463
-72% -$1.07M 0.01% 549
2024
Q4
$3.17M Buy
26,930
+9,564
+55% +$1.12M 0.07% 203
2024
Q3
$1.9M Buy
17,366
+904
+5% +$99.1K 0.04% 276
2024
Q2
$1.61M Buy
16,462
+5,353
+48% +$523K 0.04% 289
2024
Q1
$971K Sell
11,109
-5,749
-34% -$503K 0.02% 376
2023
Q4
$1.21M Buy
16,858
+2,670
+19% +$192K 0.05% 286
2023
Q3
$1.11M Buy
14,188
+4,073
+40% +$318K 0.05% 273
2023
Q2
$781K Buy
+10,115
New +$781K 0.04% 291
2022
Q4
Sell
-7,033
Closed -$420K 627
2022
Q3
$420K Sell
7,033
-575
-8% -$34.3K 0.03% 366
2022
Q2
$319K Buy
+7,608
New +$319K 0.03% 361
2022
Q1
Sell
-4,166
Closed -$382K 476
2021
Q4
$382K Buy
4,166
+1,131
+37% +$104K 0.04% 278
2021
Q3
$213K Sell
3,035
-2,455
-45% -$172K 0.02% 318
2021
Q2
$425K Buy
5,490
+2,340
+74% +$181K 0.05% 242
2021
Q1
$205K Sell
3,150
-300
-9% -$19.5K 0.03% 294
2020
Q4
$276K Buy
+3,450
New +$276K 0.04% 265