HighMark 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 | $34.4K | Buy |
478
+151
| +46% | +$10.9K | 0.02% | 187 |
|
|
2025
Q1 | $17.9K | Buy |
327
+179
| +121% | +$9.8K | 0.01% | 205 |
|
|
2024
Q4 | $17.3K | Buy |
148
+8
| +6% | +$937 | 0.01% | 215 |
|
|
2024
Q3 | $15.3K | Buy |
140
+53
| +61% | +$5.79K | 0.01% | 236 |
|
|
2024
Q2 | $8.5K | Buy |
87
+17
| +24% | +$1.66K | 0.01% | 310 |
|
|
2024
Q1 | $6.12K | Sell |
70
-8
| -10% | -$699 | ﹤0.01% | 353 |
|
|
2023
Q4 | $5.61K | Buy |
78
+4
| +5% | +$288 | ﹤0.01% | 351 |
|
|
2023
Q3 | $5.78K | Hold |
74
| – | – | ﹤0.01% | 332 |
|
|
2023
Q2 | $5.71K | Hold |
74
| – | – | ﹤0.01% | 334 |
|
|
2023
Q1 | $4.51K | Buy |
74
+50
| +208% | +$3.05K | ﹤0.01% | 416 |
|
|
2022
Q4 | $1.08K | Buy |
24
+12
| +100% | +$538 | ﹤0.01% | 469 |
|
|
2022
Q3 | $1K | Sell |
12
-8
| -40% | -$667 | ﹤0.01% | 499 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 496 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 495 |
|
|
2021
Q4 | $2K | Sell |
20
-8
| -29% | -$800 | ﹤0.01% | 457 |
|
|
2021
Q3 | $2K | Sell |
28
-12
| -30% | -$857 | ﹤0.01% | 466 |
|
|
2021
Q2 | $3K | Buy |
40
+10
| +33% | +$750 | ﹤0.01% | 433 |
|
|
2021
Q1 | $2K | Sell |
30
-20
| -40% | -$1.33K | ﹤0.01% | 435 |
|
|
2020
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 367 |
|
|
2020
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 380 |
|
|
2020
Q2 | $2K | Sell |
50
-30
| -38% | -$1.2K | ﹤0.01% | 394 |
|
|
2020
Q1 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 346 |
|