EP Wealth Advisors’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 | $1.02M | Buy |
14,216
+645
| +5% | +$46.4K | 0.01% | 561 |
|
|
2025
Q1 | $743K | Sell |
13,571
-1,878
| -12% | -$103K | 0.01% | 571 |
|
|
2024
Q4 | $1.82M | Buy |
15,449
+4,871
| +46% | +$572K | 0.01% | 374 |
|
|
2024
Q3 | $1.16M | Sell |
10,578
-554
| -5% | -$60.7K | 0.01% | 460 |
|
|
2024
Q2 | $1.09M | Buy |
11,132
+878
| +9% | +$85.8K | 0.01% | 375 |
|
|
2024
Q1 | $896K | Buy |
10,254
+3,473
| +51% | +$304K | 0.01% | 396 |
|
|
2023
Q4 | $488K | Buy |
6,781
+502
| +8% | +$36.1K | 0.01% | 496 |
|
|
2023
Q3 | $491K | Buy |
6,279
+4,735
| +307% | +$370K | 0.01% | 467 |
|
|
2023
Q2 | $498K | Sell |
1,544
-8,282
| -84% | -$2.67M | 0.01% | 465 |
|
|
2023
Q1 | $1.09M | Buy |
9,826
+4,026
| +69% | +$448K | 0.02% | 293 |
|
|
2022
Q4 | $260K | Buy |
+5,800
| New | +$260K | ﹤0.01% | 494 |
|
|
2021
Q2 | – | Sell |
-12,820
| Closed | -$835K | – | 548 |
|
|
2021
Q1 | $835K | Hold |
12,820
| – | – | 0.03% | 251 |
|
|
2020
Q4 | $1.03M | Sell |
12,820
-450
| -3% | -$36K | 0.04% | 185 |
|
|
2020
Q3 | $688K | Buy |
+13,270
| New | +$688K | 0.03% | 196 |
|