EP Wealth Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $743K | Sell |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $896K | Buy |
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|
2023
Q4 | $488K | Buy |
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $260K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $835K | Hold |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $688K | Buy |
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