Forum Financial Management’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 | $233K | Buy |
+3,233
| New | +$233K | ﹤0.01% | 813 |
|
|
2025
Q1 | – | Sell |
-5,510
| Closed | -$648K | – | 935 |
|
|
2024
Q4 | $648K | Buy |
5,510
+482
| +10% | +$56.7K | 0.01% | 301 |
|
|
2024
Q3 | $551K | Sell |
5,028
-264
| -5% | -$28.9K | 0.01% | 302 |
|
|
2024
Q2 | $517K | Buy |
5,292
+1,772
| +50% | +$173K | 0.01% | 294 |
|
|
2024
Q1 | $308K | Sell |
3,520
-1
| -0% | -$87 | 0.01% | 495 |
|
|
2023
Q4 | $253K | Buy |
3,521
+106
| +3% | +$7.63K | ﹤0.01% | 533 |
|
|
2023
Q3 | $267K | Buy |
3,415
+538
| +19% | +$42K | 0.01% | 460 |
|
|
2023
Q2 | $222K | Buy |
+2,877
| New | +$222K | 0.01% | 571 |
|
|
2022
Q1 | – | Sell |
-2,414
| Closed | -$221K | – | 677 |
|
|
2021
Q4 | $221K | Buy |
+2,414
| New | +$221K | 0.01% | 569 |
|