FWM
Focused Wealth Management’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
4,629
-36
| -0.8% | -$2.59K | 0.04% | 117 |
|
|
2025
Q1 | $255K | Sell |
4,665
-140
| -3% | -$7.66K | 0.03% | 134 |
|
|
2024
Q4 | $565K | Sell |
4,805
-10
| -0.2% | -$1.18K | 0.08% | 82 |
|
|
2024
Q3 | $528K | Buy |
4,815
+190
| +4% | +$20.8K | 0.07% | 90 |
|
|
2024
Q2 | $452K | Sell |
4,625
-157
| -3% | -$15.3K | 0.06% | 87 |
|
|
2024
Q1 | $418K | Buy |
4,782
+1,107
| +30% | +$96.8K | 0.06% | 90 |
|
|
2023
Q4 | $264K | Sell |
3,675
-30
| -0.8% | -$2.16K | 0.04% | 117 |
|
|
2023
Q3 | $290K | Sell |
3,705
-350
| -9% | -$27.4K | 0.05% | 104 |
|
|
2023
Q2 | $313K | Buy |
4,055
+85
| +2% | +$6.56K | 0.06% | 105 |
|
|
2023
Q1 | $242K | Buy |
3,970
+38
| +1% | +$2.32K | 0.05% | 128 |
|
|
2022
Q4 | $176K | Sell |
3,932
-258
| -6% | -$11.6K | 0.04% | 149 |
|
|
2022
Q3 | $250K | Buy |
4,190
+160
| +4% | +$9.55K | 0.05% | 112 |
|
|
2022
Q2 | $169K | Sell |
4,030
-200
| -5% | -$8.39K | 0.03% | 146 |
|
|
2022
Q1 | $293K | Sell |
4,230
-895
| -17% | -$62K | 0.05% | 120 |
|
|
2021
Q4 | $470K | Sell |
5,125
-145
| -3% | -$13.3K | 0.07% | 101 |
|
|
2021
Q3 | $370K | Buy |
5,270
+300
| +6% | +$21.1K | 0.06% | 114 |
|
|
2021
Q2 | $384K | Buy |
4,970
+4,473
| +900% | +$346K | 0.06% | 112 |
|
|
2021
Q1 | $324K | Sell |
497
-646
| -57% | -$421K | 0.06% | 124 |
|
|
2020
Q4 | $916K | Sell |
1,143
-10
| -0.9% | -$8.01K | 0.18% | 62 |
|
|
2020
Q3 | $598K | Sell |
1,153
-117
| -9% | -$60.7K | 0.13% | 75 |
|
|
2020
Q2 | $516K | Buy |
1,270
+235
| +23% | +$95.5K | 0.12% | 75 |
|
|
2020
Q1 | $200K | Buy |
1,035
+225
| +28% | +$43.5K | 0.06% | 119 |
|
|
2019
Q4 | $210K | Hold |
810
| – | – | 0.05% | 146 |
|
|
2019
Q3 | $152K | Buy |
+810
| New | +$152K | 0.04% | 179 |
|