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 |
|