EWM
Evercore Wealth Management’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
+3,593
| New | +$259K | ﹤0.01% | 358 |
|
|
2024
Q4 | – | Sell |
-2,489
| Closed | -$273K | – | 436 |
|
|
2024
Q3 | $273K | Hold |
2,489
| – | – | ﹤0.01% | 357 |
|
|
2024
Q2 | $243K | Hold |
2,489
| – | – | ﹤0.01% | 365 |
|
|
2024
Q1 | $218K | Buy |
+2,489
| New | +$218K | ﹤0.01% | 392 |
|