Everhart Financial Group’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
Q3
$1.19M Buy
2025
Q2
$803K Buy
2025
Q1
$536K Sell
2024
Q4
$1.19M Buy
2024
Q3
$948K Sell
2024
Q2
$851K Sell
2024
Q1
$840K Sell
2023
Q4
$1.31M Buy
2023
Q3
$999K Buy
2023
Q2
$544K Buy
2023
Q1
$415K Sell
2022
Q4
$731K Buy
2022
Q3
$426K Sell
2022
Q2
$514K Sell
2022
Q1
$879K Sell
2021
Q4
$1.17M Sell
2021
Q3
$1.22M Sell
2021
Q2
$1.73M Buy
2021
Q1
$1.3M Buy
2020
Q4
$1.4M Buy