Everhart Financial Group’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 | $803K | Buy |
11,160
+1,370
| +14% | +$98.6K | 0.09% | 152 |
|
|
2025
Q1 | $536K | Sell |
9,790
-372
| -4% | -$20.4K | 0.07% | 194 |
|
|
2024
Q4 | $1.19M | Buy |
10,162
+1,519
| +18% | +$179K | 0.25% | 82 |
|
|
2024
Q3 | $948K | Sell |
8,643
-70
| -0.8% | -$7.68K | 0.21% | 109 |
|
|
2024
Q2 | $851K | Sell |
8,713
-893
| -9% | -$87.2K | 0.22% | 96 |
|
|
2024
Q1 | $840K | Sell |
9,606
-8,603
| -47% | -$752K | 0.24% | 82 |
|
|
2023
Q4 | $1.31M | Buy |
18,209
+2,432
| +15% | +$175K | 0.46% | 44 |
|
|
2023
Q3 | $999K | Buy |
15,777
+5,737
| +57% | +$363K | 0.42% | 53 |
|
|
2023
Q2 | $544K | Buy |
10,040
+3,231
| +47% | +$175K | 0.22% | 86 |
|
|
2023
Q1 | $415K | Sell |
6,809
-12,499
| -65% | -$761K | 0.19% | 105 |
|
|
2022
Q4 | $731K | Buy |
19,308
+12,190
| +171% | +$462K | 0.37% | 57 |
|
|
2022
Q3 | $426K | Sell |
7,118
-5,149
| -42% | -$308K | 0.24% | 81 |
|
|
2022
Q2 | $514K | Sell |
12,267
-436
| -3% | -$18.3K | 0.31% | 73 |
|
|
2022
Q1 | $879K | Sell |
12,703
-98
| -0.8% | -$6.78K | 0.51% | 41 |
|
|
2021
Q4 | $1.17M | Sell |
12,801
-4,540
| -26% | -$416K | 0.71% | 33 |
|
|
2021
Q3 | $1.22M | Sell |
17,341
-5,041
| -23% | -$354K | 0.84% | 29 |
|
|
2021
Q2 | $1.73M | Buy |
22,382
+2,502
| +13% | +$194K | 1.19% | 23 |
|
|
2021
Q1 | $1.3M | Buy |
19,880
+2,440
| +14% | +$159K | 1.14% | 25 |
|
|
2020
Q4 | $1.4M | Buy |
+17,440
| New | +$1.4M | 1.29% | 21 |
|