Diversified Portfolios Inc’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,045
| Closed | -$240K | – | 150 |
|
|
2024
Q4 | $240K | Hold |
2,045
| – | – | 0.03% | 136 |
|
|
2024
Q3 | $224K | Buy |
+2,045
| New | +$224K | 0.03% | 131 |
|
|
2023
Q4 | – | Sell |
-2,862
| Closed | -$224K | – | 127 |
|
|
2023
Q3 | $224K | Sell |
2,862
-2,498
| -47% | -$195K | 0.04% | 111 |
|
|
2023
Q2 | $414K | Hold |
5,360
| – | – | 0.08% | 94 |
|
|
2023
Q1 | $326K | Hold |
5,360
| – | – | 0.07% | 108 |
|
|
2022
Q4 | $240K | Hold |
5,360
| – | – | 0.06% | 121 |
|
|
2022
Q3 | $320K | Hold |
5,360
| – | – | 0.09% | 105 |
|
|
2022
Q2 | $225K | Sell |
5,360
-3,000
| -36% | -$126K | 0.06% | 119 |
|
|
2022
Q1 | $579K | Sell |
8,360
-1,440
| -15% | -$99.7K | 0.14% | 78 |
|
|
2021
Q4 | $898K | Hold |
9,800
| – | – | 0.22% | 60 |
|
|
2021
Q3 | $689K | Hold |
9,800
| – | – | 0.19% | 57 |
|
|
2021
Q2 | $758K | Buy |
+9,800
| New | +$758K | 0.29% | 46 |
|