FAS Wealth Partners’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 | $297K | Buy |
4,121
+165
| +4% | +$11.9K | 0.02% | 265 |
|
|
2025
Q1 | $216K | Hold |
3,956
| – | – | 0.02% | 282 |
|
|
2024
Q4 | $465K | Sell |
3,956
-1,055
| -21% | -$124K | 0.04% | 216 |
|
|
2024
Q3 | $549K | Sell |
5,011
-20
| -0.4% | -$2.19K | 0.04% | 205 |
|
|
2024
Q2 | $491K | Sell |
5,031
-990
| -16% | -$96.7K | 0.04% | 209 |
|
|
2024
Q1 | $526K | Sell |
6,021
-2,320
| -28% | -$203K | 0.05% | 202 |
|
|
2023
Q4 | $600K | Sell |
8,341
-364
| -4% | -$26.2K | 0.06% | 181 |
|
|
2023
Q3 | $680K | Sell |
8,705
-65
| -0.7% | -$5.08K | 0.07% | 164 |
|
|
2023
Q2 | $677K | Sell |
8,770
-280
| -3% | -$21.6K | 0.09% | 154 |
|
|
2023
Q1 | $551K | Buy |
9,050
+130
| +1% | +$7.92K | 0.06% | 184 |
|
|
2022
Q4 | $400K | Buy |
8,920
+20
| +0.2% | +$897 | 0.05% | 216 |
|
|
2022
Q3 | $532K | Hold |
8,900
| – | – | 0.06% | 177 |
|
|
2022
Q2 | $373K | Buy |
8,900
+550
| +7% | +$23.1K | 0.04% | 209 |
|
|
2022
Q1 | $578K | Buy |
8,350
+550
| +7% | +$38.1K | 0.05% | 179 |
|
|
2021
Q4 | $715K | Sell |
7,800
-550
| -7% | -$50.4K | 0.07% | 156 |
|
|
2021
Q3 | $587K | Hold |
8,350
| – | – | 0.05% | 171 |
|
|
2021
Q2 | $646K | Sell |
8,350
-100
| -1% | -$7.74K | 0.06% | 164 |
|
|
2021
Q1 | $551K | Sell |
8,450
-1,100
| -12% | -$71.7K | 0.06% | 165 |
|
|
2020
Q4 | $765K | Sell |
9,550
-1,000
| -9% | -$80.1K | 0.09% | 136 |
|
|
2020
Q3 | $547K | Sell |
10,550
-100
| -0.9% | -$5.19K | 0.07% | 151 |
|
|
2020
Q2 | $433K | Sell |
10,650
-1,550
| -13% | -$63K | 0.06% | 166 |
|
|
2020
Q1 | $235K | Buy |
+12,200
| New | +$235K | 0.04% | 195 |
|