HHM Wealth Advisors’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 | $464K | Buy |
6,445
+500
| +8% | +$36K | 0.06% | 122 |
|
|
2025
Q1 | $325K | Sell |
5,945
-26
| -0.4% | -$1.42K | 0.04% | 137 |
|
|
2024
Q4 | $702K | Sell |
5,971
-209
| -3% | -$24.6K | 0.1% | 81 |
|
|
2024
Q3 | $678K | Buy |
6,180
+80
| +1% | +$8.77K | 0.1% | 75 |
|
|
2024
Q2 | $596K | Hold |
6,100
| – | – | 0.09% | 85 |
|
|
2024
Q1 | $533K | Hold |
6,100
| – | – | 0.09% | 78 |
|
|
2023
Q4 | $439K | Hold |
6,100
| – | – | 0.08% | 78 |
|
|
2023
Q3 | $477K | Hold |
6,100
| – | – | 0.09% | 72 |
|
|
2023
Q2 | $471K | Hold |
6,100
| – | – | 0.09% | 79 |
|
|
2023
Q1 | $372K | Hold |
6,100
| – | – | 0.08% | 80 |
|
|
2022
Q4 | $273K | Sell |
6,100
-775
| -11% | -$34.7K | 0.06% | 99 |
|
|
2022
Q3 | $411K | Sell |
6,875
-79
| -1% | -$4.72K | 0.11% | 68 |
|
|
2022
Q2 | $291K | Buy |
6,954
+10
| +0.1% | +$418 | 0.07% | 100 |
|
|
2022
Q1 | $481K | Buy |
6,944
+9
| +0.1% | +$623 | 0.11% | 74 |
|
|
2021
Q4 | $636K | Buy |
6,935
+100
| +1% | +$9.17K | 0.15% | 59 |
|
|
2021
Q3 | $481K | Sell |
6,835
-65
| -0.9% | -$4.57K | 0.13% | 67 |
|
|
2021
Q2 | $534K | Buy |
6,900
+890
| +15% | +$68.9K | 0.15% | 67 |
|
|
2021
Q1 | $392K | Sell |
6,010
-500
| -8% | -$32.6K | 0.12% | 67 |
|
|
2020
Q4 | $521K | Buy |
6,510
+6,500
| +65,000% | +$520K | 0.18% | 48 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 490 |
|
|
2020
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 528 |
|