HB Wealth 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 | $809K | Sell |
11,239
-1,113
| -9% | -$80.1K | 0.01% | 580 |
|
|
2025
Q1 | $676K | Buy |
12,352
+3,312
| +37% | +$181K | 0.01% | 657 |
|
|
2024
Q4 | $1.06M | Buy |
9,040
+1,010
| +13% | +$119K | 0.01% | 398 |
|
|
2024
Q3 | $880K | Buy |
8,030
+445
| +6% | +$48.8K | 0.01% | 422 |
|
|
2024
Q2 | $741K | Sell |
7,585
-669
| -8% | -$65.3K | 0.01% | 434 |
|
|
2024
Q1 | $722K | Buy |
8,254
+2,859
| +53% | +$250K | 0.01% | 404 |
|
|
2023
Q4 | $388K | Buy |
5,395
+500
| +10% | +$36K | 0.01% | 522 |
|
|
2023
Q3 | $383K | Buy |
4,895
+275
| +6% | +$21.5K | 0.01% | 505 |
|
|
2023
Q2 | $357K | Buy |
4,620
+369
| +9% | +$28.5K | 0.01% | 500 |
|
|
2023
Q1 | $259K | Buy |
+4,251
| New | +$259K | ﹤0.01% | 578 |
|
|
2022
Q3 | – | Sell |
-6,468
| Closed | -$271K | – | 617 |
|
|
2022
Q2 | $271K | Sell |
6,468
-710
| -10% | -$29.7K | 0.01% | 462 |
|
|
2022
Q1 | $497K | Buy |
7,178
+3,488
| +95% | +$242K | 0.01% | 349 |
|
|
2021
Q4 | $338K | Buy |
+3,690
| New | +$338K | 0.01% | 367 |
|