Global Wealth Management Investment Advisory’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,283
| Closed | -$1.8M | – | 150 |
|
|
2024
Q4 | $1.8M | Sell |
15,283
-768
| -5% | -$90.3K | 0.37% | 79 |
|
|
2024
Q3 | $1.76M | Sell |
16,051
-1,470
| -8% | -$161K | 0.38% | 72 |
|
|
2024
Q2 | $1.71M | Buy |
17,521
+568
| +3% | +$55.5K | 0.4% | 71 |
|
|
2024
Q1 | $1.48M | Sell |
16,953
-3,735
| -18% | -$327K | 0.36% | 72 |
|
|
2023
Q4 | $1.49M | Buy |
20,688
+1,154
| +6% | +$83K | 0.38% | 71 |
|
|
2023
Q3 | $1.53M | Buy |
19,534
+995
| +5% | +$77.8K | 0.43% | 69 |
|
|
2023
Q2 | $1.43M | Sell |
18,539
-2,364
| -11% | -$183K | 0.39% | 71 |
|
|
2023
Q1 | $1.27M | Sell |
20,903
-481
| -2% | -$29.3K | 0.38% | 72 |
|
|
2022
Q4 | $959K | Buy |
21,384
+1,975
| +10% | +$88.5K | 0.31% | 77 |
|
|
2022
Q3 | $1.16M | Buy |
19,409
+1,091
| +6% | +$65.2K | 0.41% | 71 |
|
|
2022
Q2 | $767K | Buy |
18,318
+7,190
| +65% | +$301K | 0.26% | 85 |
|
|
2022
Q1 | $771K | Sell |
11,128
-394
| -3% | -$27.3K | 0.23% | 92 |
|
|
2021
Q4 | $1.06M | Buy |
11,522
+5,275
| +84% | +$483K | 0.32% | 81 |
|
|
2021
Q3 | $439K | Buy |
6,247
+922
| +17% | +$64.8K | 0.14% | 103 |
|
|
2021
Q2 | $412K | Buy |
5,325
+425
| +9% | +$32.9K | 0.14% | 104 |
|
|
2021
Q1 | $319K | Sell |
4,900
-410
| -8% | -$26.7K | 0.12% | 106 |
|
|
2020
Q4 | $425K | Buy |
5,310
+130
| +3% | +$10.4K | 0.16% | 95 |
|
|
2020
Q3 | $269K | Buy |
5,180
+3,370
| +186% | +$175K | 0.12% | 102 |
|
|
2020
Q2 | $74K | Buy |
1,810
+410
| +29% | +$16.8K | 0.03% | 163 |
|
|
2020
Q1 | $27K | Hold |
1,400
| – | – | 0.01% | 225 |
|
|
2019
Q4 | $36K | Hold |
1,400
| – | – | 0.02% | 207 |
|
|
2019
Q3 | $26K | Hold |
1,400
| – | – | 0.01% | 223 |
|
|
2019
Q2 | $32K | Hold |
1,400
| – | – | 0.02% | 217 |
|
|
2019
Q1 | $28K | Sell |
1,400
-100
| -7% | -$2K | 0.01% | 269 |
|
|
2018
Q4 | $17K | Buy |
+1,500
| New | +$17K | 0.01% | 317 |
|