Great Valley Advisor 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 | $525K | Sell |
7,299
-492
| -6% | -$35.4K | 0.01% | 596 |
|
|
2025
Q1 | $426K | Buy |
7,791
+1,118
| +17% | +$61.2K | 0.01% | 635 |
|
|
2024
Q4 | $784K | Sell |
6,673
-74
| -1% | -$8.7K | 0.02% | 491 |
|
|
2024
Q3 | $740K | Sell |
6,747
-210
| -3% | -$23K | 0.02% | 480 |
|
|
2024
Q2 | $679K | Sell |
6,957
-104
| -1% | -$10.2K | 0.02% | 460 |
|
|
2024
Q1 | $617K | Buy |
7,061
+2,225
| +46% | +$194K | 0.02% | 450 |
|
|
2023
Q4 | $348K | Sell |
4,836
-993
| -17% | -$71.5K | 0.01% | 542 |
|
|
2023
Q3 | $456K | Sell |
5,829
-308
| -5% | -$24.1K | 0.02% | 457 |
|
|
2023
Q2 | $474K | Buy |
6,137
+338
| +6% | +$26.1K | 0.02% | 456 |
|
|
2023
Q1 | $353K | Buy |
5,799
+107
| +2% | +$6.52K | 0.02% | 502 |
|
|
2022
Q4 | $255K | Hold |
5,692
| – | – | 0.01% | 592 |
|
|
2022
Q3 | $340K | Sell |
5,692
-44
| -0.8% | -$2.63K | 0.02% | 506 |
|
|
2022
Q2 | $241K | Buy |
5,736
+451
| +9% | +$18.9K | 0.01% | 597 |
|
|
2022
Q1 | $395K | Buy |
5,285
+30
| +0.6% | +$2.24K | 0.02% | 437 |
|
|
2021
Q4 | $458K | Buy |
5,255
+260
| +5% | +$22.7K | 0.03% | 404 |
|
|
2021
Q3 | $351K | Buy |
4,995
+1,360
| +37% | +$95.6K | 0.02% | 427 |
|
|
2021
Q2 | $346K | Sell |
3,635
-975
| -21% | -$92.8K | 0.03% | 424 |
|
|
2021
Q1 | $301K | Sell |
4,610
-1,070
| -19% | -$69.9K | 0.03% | 405 |
|
|
2020
Q4 | $455K | Buy |
5,680
+70
| +1% | +$5.61K | 0.05% | 295 |
|
|
2020
Q3 | $294K | Buy |
+5,610
| New | +$294K | 0.04% | 334 |
|